Wealthtime

Wow, we only went and won the thing!! 🤩🙌🏆 We're over the moon to have won Leading Retirement Proposition at the Schroders UK Platform Awards 2024. 2024 has been a big year for retirement and decumulation advice, so we're delighted to see our team’s hard work get rewarded this year. A huge thanks to the judges and a massive thanks to our people for their hard work over the past year 🙏

A huge congratulations to Wealthtime's Harriet Bartlett for winning 'Team Leader of the Year - Large Firms' at last night's Women in Financial Advice Awards! 🍾🎉 A big win and very well-deserved 👏👏👏 Well done to all other Wealthtime nominees and congrats to all the winners on the night. We'll see you at the next one! See the full list of winners here: https://bit.ly/3AIaKyi

Best of luck to the Wealthtime nominees at the Women in Financial Advice Awards tonight! ⭐ Catalina Hatos (Cat) Hatos, Wealthtime - Most Inspiring Returner ⭐ Harriet Bartlett, Wealthtime - Team Leader of the Year - Large Firms ⭐ Andrea Villis - Wealthtime Select - Woman of the Year - Adviser Support Services (small/medium -firms) ⭐ Lucy Bristow, Wealthtime - Woman of the Year – Platforms ⭐ Lucy Bristow, Wealthtime - Outstanding Contribution to the Profession ⭐ Wealthtime - Contribution to Gender Diversity - Financial Services We've got our fingers crossed for you 🤞🤞🤞

Join us in welcoming our October new starters! 👋 ➡️ Josh Read - Senior Client Services Administrator ➡️ Annabelle Gleed - Client Services Administrator ➡️ Tony Hall - Contracts Manager ➡️ Louise Kelly - Marketing Manager ➡️ Louis Blackmore - Dawes Remediation Administrator ➡️ Andrew Marchant - Client Services Administration Team Leader ➡️ Ngonneh Mbye - Client Services Executive ➡️ Gemma Boxall - Executive Assistant ➡️ Helen Alway - Remediation Analyst Great to have you on the team! 🙂

When outsourcing to a DFM, it's important to have a clear agreement in place that sets out the responsibilities of each party. In his latest article, Copia's Tony Hicks explores the importance of agreements - https://bit.ly/3Uv8lxO

It seems these days there’s no such thing as an uneventful quarter, and Q3 proved no different. Read Patrick's latest update as he explores the key stories from Q3. https://bit.ly/4hqgHAr

We’re transforming the way we support advisers and their clients. We’ve partnered with Wipro, a global technology company that provides IT, consulting, and business process services and its global technology partner GBST, to help us build the platform of the future. The deal will deliver significant enhancements to our platform, front end applications and service. Through extensive automation, the platform will aim to reduce manual effort, enabling our customers to focus on higher value work, and generate more in-depth insights for their customers. Find out more about the next generation of platform and service here: https://bit.ly/3A62Y17 #FinancialServices #SaaS #DigitalTransformation #GenAI #Platform

Our Rethinking Retirement Roadshows are officially underway! We kicked things off in Newcastle and Glasgow earlier this week and the feedback from attendees has been excellent so far. The sessions focus on helping advisers move beyond reviewing and strategising to implementing a top-tier retirement advice service. The FCA’s Dear CEO letter this week highlighted plans to follow up on the retirement income advice review and address any identified issues, making these insights more crucial than ever. There’s still time to join us at a venue convenient for you. Register here today: https://bit.ly/4eCLOqJ We sold out in several locations last time, so don’t delay! For advice professionals only.

We've just finished our first October roadshow in Newcastle! We had some really interesting questions from the audience and some great discussions. We've got seven more events lined up over the next two weeks - starting with Glasgow tomorrow! You can still book a spot if you want to join us at one of the remaining events 👍 https://lnkd.in/eXWBFYEn

We can't wait for the Schroders UK Platform Awards tonight! We're thrilled to be nominated for Leading Retirement Proposition. Good luck to all those nominated, we'll see you there 🥂🤞 https://bit.ly/4egnF9j