Product launches


National adviser offers DB transfer robo-paraplanner

National adviser Mercer Jelf Financial Planning is offering a defined benefit robo-paraplanner to its customers. Mercer UK teamed up with robo-advice platform Wealth Wizards to launch the service. Wealth Wizards launched its white-labelled robo-paraplanner tool, trialled with LV=, in May last year. Robo-paraplanner launches for workplace pensions The advice planner works on a triage basis […]

Industry failing to nudge people to consider pensions options

The financial services industry has failed to find ways of nudging consumers to think about their options at retirement, despite three years of pension freedoms. A panel at the Association of British Insurers retirement conference today lamented the way companies talk to people about pensions and the lack of engagement it inspires. ABI director general […]

Rory Percival 350

Rory Percival to join SimplyBiz investment committee

Former FCA technical specialist Rory Percival is to join SimplyBiz on the investment committee of its new investment advice service. SimplyBiz has enlisted a number of industry heavyweights to the committee of its newly created Centra service. Percival will provide external governance and compliance oversight in the team. Joining him on the committee is Defaqto […]

OMGI to launch Old Mutual Creation Portfolios

Old Mutual Global Investors is relaunching its risk-targeted Old Mutual Spectrum funds with a new higher-risk portfolio and lower fees. The overhauled range will be called the Old Mutual Creation Portfolios “to reflect its utility as a solution for accumulation” and will launch in July 2017. Following a review of the range, the higher risk […]