DT and Oxford Risk create new and updated Risk Profiling questionnaire.

Over the last 6 months, DT and Oxford Risk have been formulating the latest risk profiling questionnaire that will be incorporated into the Dynamic Planning and Sales Platform.

Oxford Risk, which is a spin-off company from the University of Oxford, is highly regarded in the fields of risk psychology and decision making, and works with many large financial service institutions.

A further explanation is available on why DT updated the risk profiling questionnaires and the process that was followed. Alternatively, for more information please contact our Director of Financial Planning Simon Farrant on +44 (0) 7738 641 075.

Industry news and views

Transforming the Retirement Benefit Experience for Employees

Employers struggle to communicate the benefits of joining a corporate scheme, and fail to engage employees in the retirement planning process. And yet, online technology now allows Providers to offer comporate organisations with interactive, intelligent tools that enable employers to engage their workforce in a critical, and yet often confusing, decision.

A more extensive article is available that highlights Distribution Technology's approach to Group Personal Pensions. To talk further about Distribution Technology's plans in engaging employees in the benefits of retirement, please contact Simon Farrant on +44 (0) 7738 641 075.

Events

User Group

Our next User Group will be held on June 25th, where the main topic of discussion will be our Risk Profiling review. Further details on venue and agenda will be sent out shortly. If you are interested in attending this session please contact Andrew Wigfield on +44 (0)118 903 5828.

Distribution Technology appointments

DT strengthens management team with People Director

Vanessa Coleman has been appointed People Director. She will have overall responsibility for the People team encompassing strategy, recruitment, organisational development and reward management.

Vanessa previously ran her own consulting company specialising in talent management, acquisition, reward and human capital advice. Her executive search career focused on the financial services and technology sectors. Prior to this, Vanessa led the Financial Services Executive Search practice for KPMG, where she worked on diverse assignments alongside KPMG Consulting in advisory work and simultaneously fulfilled a client relationship management role as the key point of contact for a large European investment bank.