SRIT, SDES and Deltas expanding Team! Attached is our Newsletter so that you can read more.
Author Archive for: daniel.cuthew
About Daniel Cuthew
This author has yet to write their bio.Meanwhile lets just say that we are proud Daniel Cuthew contributed a whooping 43 entries.
Entries by Daniel Cuthew
Strategic partnerships, new appointments and software as a service! Attached is our Newsletter so that you can read more.
We have partnered with wealth management fintech firm, JHC Systems (JHC) to offer integrated SIPP functionality to its JHC Figaro (Figaro) clients. The partnership means JHC clients can administer SIPPs cost effectively within Figaro via our leading edge Platinum~Pro technology. Given the recent changes to pension drawdown rules, the partnership will enable the wealth management […]
Fraser Bircher, who works in our Client Support Team has been awarded the Customer Service Level 2 Apprentice of the Year 2017 award by Coventry & Warwickshire Chamber of Commerce Training. He was amongst nine award winners recognised for their outstanding achievements over the past year. Fraser’s tutor Christine Cusick explained that ‘Fraser was motivated […]
Delta – Online access to pension cash just months away
Iain Taits appointment is in the news; http://www.professionaladviser.com/professional-adviser/news/3004117/ex-james-hay-cio-joins-sipp-tech-provider
Claire Court comments on the use of technology in relation to the FCA’s latest call for increased due diligence; http://www.professionaladviser.com/professional-adviser/news/3003253/non-standard-sipp-investments-unnecessary-for-most-clients-say-providers?utm_medium=email&utm_campaign=IFA.Update_RL.EU.A.U&utm_source=PA.DCM.Editors_Updates&im_edp=redleafpr.com
It has now been over twelve months since our first client upgraded to Platinum~Pro. Over the course of 2016 we have engaged with more of you and, through the structured upgrade process, have migrated further existing clients. Attached is our Newsletter so that you can read more.