Welcome to the latest edition of EV FinTalk. Each edition provides a blend of news impacting the financial planning market, discussion around our latest viewpoints, articles from the EV team and guest content from our trusted partners. 

Viewpoints

Here are our latest viewpoints from the month:

Rome wasn’t built in a day: Neither is a pension

Ashley Staples, Product Director at EV, highlights the importance of boosting pension contributions. By educating your members on their choices they can navigate the complexities of pension planning and understand the implications of increasing their contributions.

Making the Right Choice for Your Digital and Hybrid Advice Provider

Adam Robins, Head of Content at EV, discusses what your business needs to consider when choosing your digital and hybrid advice provider at a time when technology plays an important part in our daily lives.

Buy or build a SaaS digital advisory service? How to know what’s right for you

We outline the key considerations when developing a digital advisory service,  including the different build routes, when and how to incorporate software-as-a-service (SaaS) and the integrations to consider to ensure the solution meets your firm's needs.

Guest Content

Here's a selection of content from our guest partner of the month:

ESG Accord delivers compliance support to advice firms around Consumer Duty's informed choice and investment preferences and objectives requirements, which must include advice on ESG and Sustainability. Documentation, support and advice is available free of charge via the Accord Initiative.

ESG Accord-Accord Initiative Suitability Framework

Introduction video outlining the Accord Initiative free to access suitability framework. 

What does good advice look like?

A look at Informed Choice as part of Consumer Duty and what good investment advice looks like. 

EV Latest News

A summary of what's new in the world of EV:

EV announced as a partner at Evolution 2023

Join Andrew Storey, EV's Group Innovation Director, at The Verve Group’s Evolution 2023 conference on Tuesday, 26th September, where he will share our latest insights into retirement income planning technology.

Shortlisted - Best Wealth Management Solution

We've been shortlisted for Best Wealth Management Solution at the National Fintech Awards in collaboration with AIB life. Our innovative solution focuses on hybrid advice across protection, pensions, and investment advice areas, addressing modern consumers' evolving needs and expectations while catering to all advice levels, from simple to more complex cases.

EV FinTalk will continue to include a range of insightful content throughout 2023.

Please get in touch with me via my email below if you would like to contribute.

Adam Robins  
Head of Content

adam.robins@ev.uk