Do you have a burning question about Xplan WealthSolver? Need help with making the most of its comparison capabilities? Join me here on Wednesday 9th October from 2pm to 2:30pm. With years of experience helping advisers deliver retirement and investment advice efficiently, I’m here to help with all things WealthSolver.…
Compliance is a time-consuming yet critical part of the advice process, which is why there’s a high demand for tools that support advisers to meet their regulatory responsibilities as efficiently as possible. Meeting higher professional standards requires rigorous evidence and the ability to record and report these on…
Fair Value Assessments To provide easy access to Lender documentation for Consumer Duty, each lender has provided a URL to their Fair Value Assessments below. We will regularly update this page as we receive the details from the Lenders. Consumer duty documentation for providers on The Exchange (Life and Pensions) can be…
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