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Corporate News
Equisoft acquires CompuOffice Software, Inc., adding life insurance analysis and research capabilities to its advisor platform
The acquisition enables Equisoft to create even more value for advisors by offering an integrated advisor solution, from CRM to financial planning, research and proposal tools.Read Press Release -
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 -
Corporate News
Pension and Investment Management Solutions Provider Altus Business Systems Rebranded as Equisoft
The rebrand aligns Altus and Equisoft’s strategic product capabilities and complementary expertise under one umbrella. Altus Consulting remains independent under the Altus brand.Read Press Release -
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
