We’re adding a market-leading Risk Profiler within the Timeline app, that takes the client through a robust, easy-to-complete risk questionnaire and allocates them a risk rating. Oh, and did we mention? It's available at no extra cost for our Timeline users!
Fri, Feb 12, 2021
When it comes to running an advisory firm, there are few things more valuable than access to accurate and timely data and insight across your whole estate. Particularly when you need to make critical strategic decisions.
Integrating with a tech partner to improve your service offering is high stakes. Get it wrong, and you’ll be throwing money into a pit, while dealing with a productivity sink-hole that could affect your whole platform. Our Chief Technology Officer, Nacho Gutierrez, has managed many successful tech integrations over his career. Here, he offers his hard-won practical insights to help you narrow down your list of potentials and make that right choice.
Fri, Feb 5, 2021
Last month the FCA made clear how they assess the suitability of a DB transfer, by making their Defined Benefit Advice Assessment Tool, now widely known by a catchy little acronym of DBAAT, freely available to anyone who wants to have a look at it.
Mon, Jan 25, 2021
The value of advice. This is a phrase we are all familiar with. It is on this premise advisers justify the fees they charge clients. And rightly so. Paying for good advice has clear benefits. Wouldn’t you want to live comfortably in retirement without having to worry about the inability to meet your essential spending needs?
Abraham Okusanya, has released a whitepaper that busts myths around retirement spending left, right and centre. Why? Because it’s imperative for people to have the facts when deciding when to retire, how much they might need, and the optimum amount they can spend during this critical final phase.