More than a third (36%) of advisers expect to direct more business to platforms over the next 12 months and more than a third say platforms make Financial Planning more “straightforward”, according to Aegon’s latest Adviser Attitudes Report.

Paul Pettit, the managing director of adviser fintech firm Origo, is to retire in February after 28 years with the firm and the hunt is on for his replacement.

Chartered Financial Planners have told Financial Planning Today magazine what types of technology they use to boost their efficiency at work.

Financial Planning businesses play host to a plethora of data from fact finds, application forms, CRM systems and platforms but are planners taking full advantage of the potential of technology to improve efficiency?