Prestwood Software has launched a pension planning tool that it claims can save hours of behind-the-scenes research for advisers.
Prestwood asked advisers what questions clients typically ask in pension-related meetings, and what information they need to answer them. The firm then built a tool that can then answer the questions,...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions