Filter by:
-
Advisor Productivity
Equisoft Launches All-Inclusive Online Hub for Financial Advisors
Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.Read Press Release -
Future of Insurance
Equisoft Digital Acceleration Insights – David Kahl
Equisoft interviewed David Kahl, Head of Core Platform Solutions at Resolution Life, to get his insights on key topics within the life insurance industry.Watch Interview -
Policy Administration System
Top Priorities for 2023 From 100s of Life Insurance Executives
In this session top industry leaders will delve into how insurers of all sizes can make the best technology choices, prioritize budgets and pull everything together into a manageable strategy that ensures a successful digital transformationWatch Webcast -
Future of Insurance
Navigating Digital Transformation in the Insurance Industry: Insights from Western & Southern's CIO
Western & Southern Financial Group's CIO has taken a methodical approach to cloud adoption and is focusing on creating a seamless and consistent experience across all channels to remove friction from the customer experience.Read Article -
Future of Insurance
Equisoft Digital Acceleration Insights – Byren Innes
Equisoft interviewed Byren Innes, Managing Director at Jennings Consulting Ltd. to get his insights on key topics within the life insurance industry.Watch Interview -
Future of Insurance
Key Lessons to Learn from Legal & General's American Expansion
Legal & General is looking to expand its market position in the US. It has focused on streamlining its buying process and has a team of data scientists who use machine learning to monitor the market, allowing it to adjust prices quickly.Read Article -
Pensions
Wealth Managers: Take Notice of Share Class Conversions
In its December 2019 policy statement, the FCA announced that share class conversions must be supported. How will this have an impact on wealth managers?Read Article -
Pensions
Come again? UK pension transfer services slowed by ‘language barriers'
In the UK, transfer services are split among several incompatible services. The transfer tends to fall between the cracks if the two suppliers do not use the same service.Read Article -
Pensions
Too many players in the transfer market providing too little value
There are many organizations working to enhance the transfer process. However, adding more organizations doesn't always result in better outcomes. The challenge is getting existing organizations to collaborate more effectively.Read Article -
Pensions
Pension Plan Taxation in the UK
HMRC has been using the tagline, “Tax doesn’t have to be taxing” for a while now – but did they take into consideration the tax on pensions when they made that statement?Read Article -
Pensions
If the cost of transferring small pension pots is higher than current admin costs, what’s the point?
The DWP raised the issue of small pension pots for the first time ten years ago. And although the administration put it on hold after the 2015 election, it is again firmly back on the table.Read Article -
Pensions
This time it’s serious‒the FCA requires in-specie pension transfers
Although the RDR enforces the same in-specie transfer restrictions on in-specie pension transfers and in-specie ISA transfers, the grim reality is that providers' in-specie pension transfer services range from subpar to nonexistent.Read Article -
Pensions
Top of the List: FCA prioritizes unit class conversions to increase platform market competition.
The FCA Investment Platforms Market Study reveals a new focus on boosting platform market competitiveness.Read Article -
Pensions
FCA and Almost All Platforms need a Damascene Conversion
Selling one share class to buy another, discounted class, creates risk. What can be done?Read Article -
Pensions
Outdated HMRC Systems Create Challenges for Pension Tax Refunds
HMRC systems are outdated and not well suited to the flexi-access pension's world we currently live in. This means, most people don’t get to spend the cash they’re entitled to.Read Article -
Pensions
The Industry Secret the Press Isn’t Covering: ISA and Pension Account Transfers Can Be Completed in a Day
While there is no doubt that the industry has a long way to go in terms of transfers, it is important to look at the factors that contribute to good customer experience in order to figure out how to best handle poor customer service.Read Article -
Pensions
Creating an open and competitive framework for pension dashboards will accelerate innovation
Open standards, competition, and innovation are valued highly by the DWP, yet many of the most important choices favour centralized funding, a single supplier, and centralized infrastructure.Read Article -
Pensions
Are the FCA’s new Market Transfer Regulations making matters worse?
Over a year ago, the FCA’s Market Transfer Regulations came into effect. And still, investors are waiting to see the benefit.Read Article
