We can segment the IFA market in different ways, but today we will consider advisers who deal primarily with companies and pension schemes as opposed to those who deal primarily with individuals. For the latter group, planning and asset allocation technology has made a big difference, with over half of advisers now using asset allocation technology, and every major insurer bar one making such tools available via their platform. However, the former group has been the subject of much lesser focus, which is ironic when you consider the needs of the Group Pensions marketplace.
Read more at: Group Pensions: Ripe for a technological revolution?
Simon J Farrant, APFS, Director of Financial Planning, Distribution Technology
11th February 2008
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