The IRESS forecast: Predominantly unsettled with brighter interludes…

So am I talking about the weather or the UK financial services? Well it could of course be either and what these two seemingly disparate topics have in common is their unpredictability and changeable nature. This of course, is also a … Continue reading

Posted in Regulation and Legislation, Technology, UK | Tagged , , , ,

Talk the Walk: Dialogue is essential in the changing Canadian equity marketplace

On 15 October 2015, IRESS held its inaugural forum entitled “Reconciling Regulatory Obligations with Business Objectives”. The forum brought key stakeholders in the Canadian broker, regulatory and exchange communities together to learn about, and discuss, a number of market structure … Continue reading

Posted in Canada, Private Wealth, Regulation and Legislation | Tagged , , , , ,

Unified technology takes off

If we look at how technology is used now compared to the 90s there is a startling difference. The number of systems and devices we use has gone down dramatically and the efficiency level in the way we work has … Continue reading

Posted in CRM, Financial Planning, Technology, UK | Tagged , , , ,

IRESS 2015 Mortgage Efficiency Survey

In the year and a half from the Mortgage Market Review (MMR) being brought into full effect we’ve seen some interesting developments within the mortgage industry. Against this backdrop of adapting to regulatory change IRESS has conducted its fourth annual … Continue reading

Posted in Mortgage, Regulation and Legislation, Technology, UK | Tagged , , , , , ,

How integrated is ‘integrated’?

In this series of blogs, I assess the evolving world of integrated adviser technology, including the challenges and opportunities that play a part. One of the key issues in today’s connected world is a sense that information should be shared … Continue reading

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Technology key to re-engaging UK consumers with their future finances

The enthusiasm with which UK adults are borrowing and spending is dragging the nation towards a savings crisis, which by 2035 will see people retiring with lower savings than their parents. Current figures offer little encouragement, with research undertaken by … Continue reading

Posted in Financial Planning, Pensions, Technology, UK | Tagged , , , , , , ,

Optimising client income in retirement

In just a couple of months, UK retirees with Defined Contribution (DC) pension pots will have the freedom to spend their retirement savings as they wish; new cars, long holidays and properties by the sea, whatever their savings can run … Continue reading

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IRESS 2014 Mortgage Efficiency Survey

Earlier this year, the UK mortgage market saw the culmination of many months of preparation as the new Mortgage Market Review (MMR) rules came into force in April. Against this background of regulatory change, we have carried out our annual … Continue reading

Posted in Mortgage, Regulation and Legislation, Technology, UK | Tagged , , ,

The Case for Advice: IRESS At Retirement Report 2014

Annuities dominated the headlines across mainstream and trade media in the UK back in March this year, when the government announced its radical pension reforms in the Budget. From 6 April 2015, retirees will no longer have to purchase an … Continue reading

Posted in Financial Planning, Pensions, Regulation and Legislation, Technology, UK | Tagged , , , , ,

#IRESSLive2014

It’s been a busy couple of months in the UK. Events season kicked off in April and May with IRESS guest presenting at roadshows for Tenet and Mortgage Intelligence. June saw us ramp up our live events programme, with over … Continue reading

Posted in Financial Planning, Mortgage, Practice Management, Technology, UK | Tagged , , , ,