Entries by Daniel Cuthew

Delta partners with JHC Systems to integrate SIPP functionality

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 […]

Technology should take the strain

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

Newsletter December 2016

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.