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Wealthtime adds Origo’s Unipass LoA tech

Wealthtime, the adviser-focused platform business, has embedded Origo’s Unipass Letter of Authority (ULoA) technology as part of its ongoing digital-first efficiency drive. Origo’s Unipass Letter of Authority is a flexible, secure, digital service which significantly increases the speed of sending and receiving LoAs. From 15th April advisers signed up to the ULoA portal and using […]

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Advisers need to consider different approaches to retirement income in light of FCA review, say Copia and Wealthtime

20 March 2024 For professional advisers only. Following the FCA’s report on its thematic review of retirement income advice, Robert Vaudry, Head of Commercial at Wealthtime, comments: “The FCA’s report highlights some poor practices in terms of the approach many advice firms are taking to retirement income. In several areas, firms are failing to take […]

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Advisers need to consider different approaches to retirement income in light of FCA review, say Copia and Wealthtime

For Professional Advisers only Following the FCA’s report on its thematic review of retirement income advice, Robert Vaudry, Head of Commercial at Wealthtime, comments: “The FCA’s report highlights some poor practices in terms of the approach many advice firms are taking to retirement income. In several areas, firms are failing to take account of the […]

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