Matt Storey

2 months ago | moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Matt Storey

Iress and CIExpert have partnered to launch a two-way, real-time integration software for advisers. The functionality, an industry-first exclusive to Iress, brings price and quality research together in one place. It is available on Iress’ sourcing platforms, The Exchange and Xplan Mortgage. It can also be added to an advice firm’s own CRM upon request. The live two-way integration builds on a previous one-way integration from CIExpert into The Exchange.

Jan 21, 2025 | moneymarketing.co.uk | Dan Cooper |Matt Storey |Claire Trott |Darius McQuaid

New pensions minister Torsten Bell has confirmed that auto-enrolment thresholds will remain frozen for 2025/26. In a written statement published today (21 January), Bell said that the automatic enrolment earnings trigger will stay at £10,000. The lower earnings limit of the qualifying earnings band will remain at £6,240, while the upper earnings limit will be kept at £50,270.

Jan 20, 2025 | moneymarketing.co.uk | Momodou Musa Touray |Matt Storey |Kimberley Dondo

Investment platform AJ Bell has signed up to Sprint Enterprise Technology’s FINIO data hub in a bid to support advisers’ ability to manage client portfolios. AJ Bell is the eighth platform to utilise FINIO data hub since its launch just over two years ago. The partnership will enhance AJ Bell’s data offering, providing advisers with the critical information they need to make informed decisions for clients.

Jan 16, 2025 | moneymarketing.co.uk | Matt Storey |Darius McQuaid |Robin Powell

With a new year comes the chance to turn over a new leaf. To start afresh, make a positive change, leave bad habits in the past. It also gives us an opportunity to reflect on what worked well in the previous year and what we would like to see improve over the coming 12 months and beyond. Maybe you’re discussing such things with your clients. What do they want to work towards this year? Are they on track to achieve their longer-term goals? What could they be doing better to reach them?

Nov 7, 2024 | moneymarketing.co.uk | Matt Storey |Momodou Musa Touray

The venerable small self-administered scheme (SSAS) has been with us as a pensions option for well over 50 years now. It was the true progenitor of self-investment in the pensions industry, leading the way to more opportunities for business people to save for later life. Over the years, however, SSAS has become somewhat forgotten, particularly once Sipps exploded onto the scene in 1987.