SRIT, SDES and Deltas expanding Team!
Strategic partnerships, new appointments and software as a service!
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 industry to maintain control of the assets held within client SIPPs.
Our Platinum~Pro technology will administer all SIPP functionality from illustrations, tax reclaims, drawdown, PAYE and regulatory reporting, whilst Figaro will continue to manage all assets and represent all accounts.
John Blackman, CEO of JHC said: “SIPPS are becoming increasingly popular as individuals take advantage of the less restrictive drawdown rules. To enable our clients to manage their SIPPs efficiently on an integrated platform, we’ve partnered with the providers of what we consider to be the best administration platform available. Our clients can continue to control their SIPPs seamlessly within Figaro, enjoying unrivalled flexibility and benefiting from increased efficiencies, enhanced services and most importantly, significantly reduced costs.”
Michael Power, Delta’s CEO added: “It’s never been more important for wealth managers to have control over SIPPs and our work with JHC will empower their clients on this front. Using our new Platinum~Pro technology, Figaro clients can administer SIPPs in much the same way as they would ISAs—and all within the one solution. JHC now has the complete package.”
We are currently working on several opportunities to partner with other platforms, insurers, banks, and pension providers. Platinum~Pro ensures compliance, reduced costs and integrates easily; we provide transformational technology for the lifetime savings market.
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 and enthusiastic about learning and would always go above and beyond in his work, carrying out further research to enhance his knowledge. Having observed Fraser he always put the customers’ needs as a high priority, he was patient and empathetic to their needs whilst maintaining a professional image at all times.’
We are delighted to see Fraser’s hard work recognised in this way. This is Delta’s 9th apprenticeship success over the past five years and is further demonstration of our commitment to supporting young people and growing our own talent.
Iain Taits appointment is in the news;
Claire Court comments on the use of technology in relation to the FCA’s latest call for increased due diligence;
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.