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Future of Insurance
MetLife’s Global Technology Office: Top 5 Transformation Priorities
The EVP and Head of Global Technology and Operations at Metlife explained how they executed on differentiation through customer focus and how digital innovation is driven by two types of customer needs.Read Article -
Policy Administration System
How Equisoft/manage Solves Superannuation Challenges in APAC Life Insurance
How Equisoft’s powerful and flexible 'Manage' platform is adapted to meet the unique requirements of the Australian life insurance industry.Read Article -
Advisor Productivity
Insurance Producers in Latin America: A Call for Improving Their Business Experience
A Celent survey of 700 producers from 24 countries, commissioned by Equisoft, revealed barriers such as a lack of expertise in digital transformation, and reliance on traditional prospecting, sales, and service methods over technology.Read Article -
Future of Insurance
Unlocking Faster and More Simplified Life Insurance: Legal & General America’s Transformation Journey
Senior Vice President of IT and Transformation at Legal & General America, Raju Seetharaman shares how L&G America is utilizing technology to achieve market dominance in the US.Read Article -
Future of Insurance
The Biggest Resource Challenges to Digital Transformation for Life Insurers
No matter where you turn in the industry‒media, social, conferences, boardrooms‒ customer experience and leveraging data are hot topics. They are the main drivers, the reasons why we do digital transformation in the first place.Read Article -
Pensions
2022 Review of UK Investment Transfer Market
The recent upgrade to TeX/UKETRG open standards means that a wider range of asset classes can now be re-registered electronically.Read Article -
Future of Insurance
How a Product Mindset and New Digital Capabilities have helped Sammons Financial Group Improve the Agent Experience
By adopting a product mindset, Sammons Financial Group aligns business and technology needs, allowing for greater understanding between all stakeholders.Read Article -
Pensions
Cheers to 10 years of TeX
TeX has underpinned the transfer of millions of pensions, ISAs and assets, worth billions of pounds for hundreds of platforms, wealth managers and pension providers.Read Article -
Asset Allocation and Wealth Analysis
Slowly but surely
In 2002, the government published a Green Paper on working and saving for retirement. It included the first reference to an online planner where people could see all their pensions in one place with an estimate of the income they were likely to receive in retirement.Read Article -
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
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
