Business & Development
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VouchedFor announces Elevation survey integration with PlannrCRM to help advisers get more value from client feedback
VouchedFor, the leading review site for financial and mortgage advisers, has partnered with Plannr to integrate their enhanced client survey tool, Elevation,…
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Government targets consolidation and UK investments push in flagship Pensions Review
Consolidation of workplace and local government pension schemes will be at the heart of the Treasury’s flagship Pensions Review. Policymakers will also…
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Helping clients get value for money from their pension saving
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) As all advisers will know, making the decision to save into a pension…
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The changing role of the office manager: guest insight from Tsvetelina Hinova as she offers top tips for success
Moneypenny: “I can’t talk now 007, I’m on a Zoom call!” In today’s world James Bond’s colleague wouldn’t have time to chat…
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EVPro integrates with financial adviser CRM Plannr
Financial services technology provider EV has integrated its end-to-end financial planning solution EVPro with Plannr, the customer relationship management (CRM) tool for…
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Quilter Investors hires new manager research analyst
Quilter Investors, the multi-asset investment provider of Quilter, has expanded its manager research team with the addition of Alex Daniels as a…
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Monzo’s youth accounts: a wake-up call for legacy banks?
By Grace Ge, Senior Principal, Publicis Sapient Just as important as engaging current customers, is inspiring new ones. That’s the attitude Monzo…
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Standard Life deploys new annuity transfer tracker from Origo
Origo’s new Annuity Transfer Tracker service is being deployed by Standard Life giving advice firms instant, up-to-date information on the progress of…
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Consumers disappointed with range of financial services products on offer
With the government putting data at the heart of its plan for economic growth through introduction of the Digital Information and Smart…
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Guest blog: RSM UK’s Angela Toner & Hugh Fairclough explore whether celebrities have a legitimate role in improving financial literacy and offer tips on how advisers can sharpen up social media skills
With celebs from Towie and Love Island charged with promoting unauthorised trading schemes recently, RSM UK asks: “Do celebrities have a legitimate…
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