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How technology can help as people overestimate retirement income by 30%

Sheetal Dhanuka2023-01-11T14:27:31+00:00January 9th, 2023|

With people tending to overestimate how much retirement income they are on course to receive; here's how advice and technology can help improve matters

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Survey results: Where advisers go to find tech solutions and keep abreast of what’s happening in WealthTech

Sheetal Dhanuka2023-01-16T10:15:03+00:00December 22nd, 2022|

The 2022 AdviceBridge survey results: What technology are advice firms using? Where's good for WealthTech news? And more. The results may surprise you.

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How to use technology to help your clients buy into planning for a more comfortable retirement

Sheetal Dhanuka2021-05-17T12:18:11+01:00May 17th, 2021|

Using technology to help your client plan for retirement can break things down and make information easier to digest. An intuitive visual aid makes the story more engaging

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Big brands expand their tech: Can your processes compete?

Sheetal Dhanuka2021-05-17T12:20:44+01:00May 14th, 2021|

Two big brands expand their tech and enhance their digital services, and we expect more technology change for financial services in the coming months.

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How to create great client personas – part 2: At retirement

Sheetal Dhanuka2021-04-14T10:28:23+01:00March 15th, 2021|

This week, we look at another key segment – the “at retirement” market.

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4 ways financial planners can improve scheme member communication

Sheetal Dhanuka2021-02-09T22:41:04+00:00January 22nd, 2021|

With employee pension engagement remaining low, financial planners have an important role to play in improving scheme member communication. Here’s how.

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Why employers should have a phased retirement plan

Sheetal Dhanuka2020-03-11T13:59:58+00:00March 11th, 2020|

The double pressures of an ageing population and low unemployment levels means the risk of a UK labour shortage in future is high. This is a major 'talent' issue for many small and medium sized business owners.

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