Three in five (60%) Financial Planners are now factoring in ESG related questions when speaking to clients and undertaking fact finds, according to a new report. A further one in five (22%) of those surveyed said they expected to introduce ESG related questions in the next twelve months, according to the report from analyst firm […]
One of the biggest drawbacks of a remote workforce is the lack of team unity. At the same time, consumers, agents, and other outside parties have more channels than ever to access insurer systems and data, creating a multitude of new vulnerabilities. The communication between customer and company is fundamental in our inbound marketing services. The […]
Financial Planning software suite FinCalc has added lifetime allowance (LTA) functionality to its cashflow modeller. DB transfer specialist O&M Pension Solutions extended its product range with the launch of the new Financial Planning software suite in July. The Colchester-based company said that cashflow modeller suite FinCalc marks a new era for the company as it […]
