How advisers can best utilise technology
Picking the right technology and, perhaps more importantly, using it correctly, has become essential for advisers when doing business. There has been some recent innovation in the industry, while back-office systems, client interaction tools and platforms have undergone significant change. This trio of change directly influences the adviser process, placing it at the centre of the […]
Good practice guide to income drawdown, Part 2
This is part 2 or a two-part CPD article about income drawdown. In 2015 the introduction of ‘pension freedoms’ was a game changer for the retirement income market, moving existing pension savings from a source of income in retirement to a financial planning vehicle, says Keith Richards, chief executive officer at the Personal Finance Society. […]
Nucleus launches online learning platform for advisers
Adviser built-wrap Nucleus has launched an online portal to help UK adviser firms with their professional and practice development.