Clive Bolton

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Articles

Training courses launched to improve standards of protection advice

Jan 17, 2025 | moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Clive Bolton

Two training courses – one of them free – have been launched to address “critical training gaps” in the UK protection industry. Developed for mortgage and wealth advisers, as well as protection-only brokers, they aim to elevate the standards of protection advice and improve client outcomes. The courses – the Blueprint to Protection Success and the Accelerator Course – are being run by Protection Coach.
The Morning Briefing: Joined-up approach to tech vital; Register now for MMI Leeds 2025

Jan 16, 2025 | moneymarketing.co.uk | Dan Cooper |Taylor Beavis |Clive Bolton

Good morning and welcome to your Morning Briefing for Thursday 16 January 2025. To get this in your inbox every morning click here. Why a joined-up approach to technology is vitalAdvisers are fed up with their technology not being joined up, writes Platforum analyst Mariam Pourshoushtari. Poor integration between systems has long been one of advisers’ main bugbears, making even routine tasks unnecessarily complex.
FinCalc and Plannr strengthen partnership with new technology

Jan 13, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Annalise Toberman |Clive Bolton

FinCalc and Plannr have teamed up to introduce a new ‘launch in FinCalc’ button within Plannr. This new enhancement to the existing two-way integration allows Plannr users to open the client record within FinCalc with a single click. Using secure OAuth2 technology, the user is automatically and securely logged in to FinCalc without the need to enter their username and password. They are then taken directly to the client’s record in FinCalc.
Clive Bolton: How private assets can engage a new generation of savers

Jan 10, 2025 | moneymarketing.co.uk | Clive Bolton |Momodou Musa Touray |Noel Butwell |Salome Asabre

Should we talk more about the role of private assets to engage a new generation of savers? With pensions policy firmly back on the Westminster agenda, explaining the benefits of diversification and private assets could open up a new conversation with a wider audience about how investment works in practice. Access to a variety of assets that present higher return potential over a long-term time horizon is clearly one advantage.