Recently, we had the opportunity to have a demonstration of ‘Pensions Profiler', one of the suite of products from O&M systems.
Pensions Profiler is focused on the world of pension switching, which while not as glamorous as holistic financial planning, is a significant – albeit niche- revenue stream for many IFAs and a growing one. Indeed, in a recent survey of IFAs, only 11% said they were not involved in pensions switching, while 30% of respondents saw this as a growth area and only 2% saw this as a shrinking service. Pensions Profiler itself is not the most attractive looking application we have seen – it is rather two dimensional and conservative in appearance – especially when contrasted to the colourful hol...
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