Old Mutual Wealth will take a phased approach to its migration of clients from its existing platform to the new, FNZ-powered piece of technology.
The life company will also run a "soft launch" either at the end of this year or at the beginning of 2019. It said this will be on a limited basis in order to "verify system functionality" in a live environment...
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019