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Who we do it for

Aviva has successfully grown its retail platform providing advisers with a fast online quotes capability using Elements

Quai is a third party administrator for savings and investment products making extensive use of technology to connect consumers with their investments.

Gaudi offers a completely new approach to the administration of Self Invested Personal Pensions

Latest news

An even playing field for retirement choices

The current situation where people are encouraged to shop around for annuities but not drawdown p...

When transferring out of a DB scheme can be a good idea

Professional Adviser article by Nigel Chambers




FCA urged to stop discouraging DB Transfers

FT Adviser article featuring Nigel Chambers.



The Financial ...

CTC Software powers Prudential Illustrations and modelling

Prudential has launched its new

Regulatory & market developments

Commentary - FCA Asset Management market study

This is currently out for consultation.  Here's our take on the highlights.

Lifetime ISAs - FCA consultation for handbook changes

CTC Commentary on FAMR

Charge Caps and the Consequences (CP14/24)

In its recent consultation document (CP14/24) the FCA set out its approach to implementing the go...