
Victoria Ross
Articles
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5 days ago |
moneymarketing.co.uk | Momodou Musa Touray |Victoria Ross |Darius McQuaid
Transact has launched a new integration with Intelliflo aimed at cutting adviser admin time, reducing manual data entry, and maintaining data accuracy across both systems. The integration, available free to advisers who use both platforms, allows client information from Intelliflo’s practice management system to flow directly into the Transact platform. This significantly speeds up the process of preparing illustrations and opening new wrappers.
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2 weeks ago |
moneymarketing.co.uk | Kimberley Dondo |Tom Browne |Victoria Ross |Salome Asabre
In this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover. Listen now.
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Dec 10, 2024 |
moneymarketing.co.uk | Dan Cooper |Momodou Musa Touray |Tom Redmayne |Victoria Ross
UK investment platform and pension provider, TILLIT is calling on the government to raise minimum pension contributions to tackle Britain’s looming retirement crisis. Chancellor Rachel Reeves has previously initiated discussions about increasing contributions inspired by the Australian system, yet no changes have been made. While Australia requires employers to contribute 11.5% into workers’ pensions, the minimum contribution rate in the UK is 8% and only 3% must come from the employer.
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Dec 10, 2024 |
moneymarketing.co.uk | Tom Browne |Alan Lakey |Victoria Ross |Dan Cooper
Good morning and welcome to your Morning Briefing for Tuesday 10 December 2024. To get this in your inbox every morning click here. Insurers must better engage with advisers on protection products, survey findsA recent survey of 112 wealth advisers, conducted during the launch of the Consumer Duty Alliance (CDA) Protection Forum, has highlighted a critical need for insurers to better engage with advisers on protection products.
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Dec 5, 2024 |
moneymarketing.co.uk | Phil Jeynes |Tom Redmayne |Victoria Ross
Artificial intelligence (AI) is the latest buzz phrase to captivate businesses and send boards into a frenzy. Headlines on the subject vary from the alarming, “AI will take your job next week” to the optimistic, “AI will solve climate change and allow humans to sip cocktails in their temperate paradise while it does all the work”.
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