CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice.
Adviser platforms predict the ability to consolidate and transfer pensions will be the most important features available when pension dashboards are put into operation next year, according to a NextWealth report for Bravura Solutions (Bravura).
On the last day (7 October) of Bravura’s Pensions Dashboards Week, Bravura head of data Andre Vermeulen and mypensionID managing director Lisa Lyon looked into what is needed for pension dashboards to work smoothly.
Pension schemes and their administrators have been urged to ensure they have sufficient data security ahead of the launch of the pensions dashboards project.