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CDC ship has sailed for many employers

CDC ship has sailed for many employers

22 June 2018

Jonathan Wileman One of the big news stories of the past few months has been the agreement between the Communication Workers’ Union and Royal Mail to work towards establishing a collective defined contribution scheme for all employees, while closing the current defined benefit scheme to future accrual. The agreement came a day after consultation closed on the... MORE

The changing face of the financial advice market

The changing face of the financial advice market

13 June 2018

Freddie Findlater Post RDR, if you were to think about client segmentation within the financial advice industry it was likely as simple as those who had more than £100,000 to invest and those who did not – with providers arguing that the cost of servicing those clients below the threshold had become too high.  Of course, there... MORE

How automation differentiates your financial services firm from the rest

How automation differentiates your financial services firm from the rest

5 June 2018

Marwan Kansoh For many businesses, optimizing operations and processes is a real struggle. Not doing so usually leads to loss of productivity, service agreement breaches and increased costs. For wealth management and financial service providers, success relies on the quality of the service you provide to the end-user. This is why automating your processes through workflows, DevOps... MORE

Investing in next generation technology is a strategic imperative

Investing in next generation technology is a strategic imperative

1 June 2018

Kirsty Worgan An often-one-sided debate has flared over the past year about whether the investment that platforms make in technology upgrades is economical. Recently, industry commentator Heather Hopkins of consultancy practice NextWealth, produced a more balanced article on “re-platforming” for New Model Adviser. As one of the main suppliers of those systems, I am sure it will... MORE