There are concerns traditional platforms are failing to integrate with other adviser tech; many are relying too heavily on manual processes and refusing to move with the times in terms of technology.
Former client sounds alarm to FCA about deVere Group transfers For our most-read story in July, reporter Jean-Baptiste Andrieux discovered a letter written by former client Diane Bentley to the Financial Conduct Authority, urging it to investigate pension transfers by deVere Group. Bentley was expressing
For as long as I have covered pensions there has been talk of a UK pensions dashboard or should it be dashboards? The confusion about whether to write the singular or plural was rooted in a robust debate at the heart of the subject. Experts argued intensely for years about what was better: a single place where all
Good morning and welcome to your Morning Briefing for Wednesday 6 July, 2022. To get this in your inbox every morning click here. Iress to scrap AO All things must eventually come to an end. Financial services software company Iress has confirmed it will cease support for Adviser Office from mid-2023. It has also