The right financial planning software supports advisers in their entire financial planning process. It allows them to save time and efficiently service clients throughout their lifecycle. It helps meet differing clients’ needs, whilst also providing evidencing documentation to help satisfy regulatory requirements, writes Remko Bijtjes, Commercial Director, Defaqto.

Sponsored Content: The Changing World of Retirement Options Conference - 10% discount for FP Today readers

Wednesday, 24 February 2016 15:22

Offer of the month

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Introductory Offer: Save over 20% on Financial Planning Today

Wednesday, 24 February 2016 15:20

Financial Planner Online

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Our new 2016 Media Pack for the site is are now available so why not ask for a copy today. There are some valuable introductory details available for the first 6 months so ask now for a quote.

Wednesday, 24 February 2016 15:17

Sipps Professional

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Our new 2016 Media Pack for the site is are now available so why not ask for a copy today. There are some valuable introductory details available for the first 6 months so ask now for a quote.

Wednesday, 24 February 2016 15:13

Financial Planning Today

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Financial Planning Today is a brand new responsive daily news website launched in November and already proving very popular.

In just over two months the site has seen 1600 people signed up for the daily e-news alert and more than 2,000 people a month are reading articles on the site.

Wednesday, 24 February 2016 15:10

Financial Planner Magazine

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Financial Planner Magazine - a quality print magazine reaching 5,400 Financial Planners and Paraplanners

Financial Planner magazine has been published for over 25 years and has established itself as the premier publication for Financial Planners and Paraplanners in the UK.

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And so as the dust settles on April’s seismic changes to the pensions regime what can the Sipp market expect from a new Government and new Pensions Minister.

Tuesday, 06 January 2015 17:08

IFP corporate member profile: Prudential

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Prudential UK is a leading life and pensions provider to approximately 7 million customers in the United Kingdom.
With a potential explosion in demand for drawdown due to next year's pension changes, Financial Planners must take action to ensure their review procedures are robust and personal recommendations safeguarded from complaints and regulatory action.
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