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Calls for better links between platforms and back-office tools grow

A lack of integration between back-office systems, platforms and digital tools is preventing advisers from making full use of technology, research from Platforum and Origo finds. The white paper shows 17 per cent of advisers think “integration between systems” is the most significant challenge they face. This was ranked above other challenges, including provider processes […]

Flurry of FCA activity to impact mortgage advisers

Regulator unveils proposed directory of senior financial services professionals, publishes fees for 2018/19 and approves new tech-based mortgage firms. The Financial Conduct Authority published a raft of reports, consultations and policy initiatives over the past month and many will have a direct impact on the mortgage sector. Recently, the FCA has put forward plans to […]

File image of retirement plan documents and pensions

Idle savers missing pension pot returns

People who stay in default pension funds are losing 4.75 per cent in returns every year, according to research from Hargreaves Lansdown. Data from a survey of 58,000 workplace pension members show 47 per cent  of people with a pension above £25,000 choose their investments. Comparatively, just 5 per cent of people with a pension pot […]

Jonathan Platt

Bonds face up to stormy conditions

As bonds face up to stormy conditions, Jonathan Platt, Head of Fixed Income at Royal London Asset Management shares three key trends our Fixed Income Team have seen shaping bond markets recently. Read the article here. Past performance is not a guide to future performance. The value of investments and the income from them is […]

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