Technology

The economic downturn forced consumers to take a closer look at financial wellbeing. It is now easier for consumers to take this in hand, all be it with the help of opera singers and meerkats, Sean Casey discusses how this trend affects advisers and...

AT8's Mark Loosmore reports on Octopus Investment's bespoke contact management system which the firm has honed to maximise customer service.

AT8's Mark Loosmore reports on Aegon's product provider tools, a whole-of-market selection he says is wide-ranging, flexible and independent, making them a long-term bet for success.

AT8's Mark Loosmore reports on the launch of Partnership's new Retirement proposition aimed at cutting the time to process smaller annuities.

AT8's Mark Loosmore explains why portals have become such a vital part of many providers' infrastructures.

This week Mark Loosmore gives the lowdown on LV='s 'at retirement' offering.

Many advisers have not been properly trained to use pension transfer tools, despite massive uptake in their use since an FSA review in 2008.

An overwhelming majority of advisers would consider adopting a "mini-wrap" to cater for clients with more modest investment needs, according to OPAL.

Insurers are charged with treating customers fairly and driving up conversion rates. These goals are not incompatible and advances in technology offer ways to succeed with both agendas, says Stuart Hayman

Just Retirement was formed in 2004 from the ashes of Britannic Retirement Solutions and has been on a fast track ever since.