Press Release: FCA’s report on retirement income advice a ‘wake-up call’ with potential for significant harm identified, warns EV
EV Blog
by EV
3w ago
Following today’s FCA Thematic Review of Retirement Income Advice, Chet Velani, Managing Director, at leading financial software provider, EV ..read more
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Press Release: Half of British adults want help understanding how much to save for retirement, finds EV
EV Blog
by EV
1M ago
Our latest research, in conjunction with Opinium, finds that half (49%) of British adults would like help understanding how much they need to save now to have a comfortable lifestyle in retirement ..read more
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Are you maximising your profitability with a superior customer experience?
EV Blog
by EV
1M ago
In the fast-paced world of consumer financial planning, delivering exceptional customer experiences is vital for driving business growth and profitability ..read more
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EV Insights 2024 - Innovating Financial Planning with Andrew Storey
EV Blog
by EV
2M ago
Andrew Storey, Group Innovation Director at EV, shares his thoughts on anticipated industry innovations over the upcoming 12 months ..read more
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EV Insights 2024 - Talking Product Development with Ashley Staples
EV Blog
by EV
2M ago
Ashley Staples, Product Director at EV, shares his views on everything related to technology and product developments at EV over the next 12 months ..read more
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EV Financial Planning Insights 2024 - With Chet Velani
EV Blog
by EV
2M ago
Chet Velani, Managing Director at EV, discusses the focus of EV during 2024 and the challenges and opportunities facing the financial planning industry over the next 12 months ..read more
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Solving the cashflow planning puzzle (in more ways than one) at EATT2024
EV Blog
by EV
3M ago
The EV team had an incredible day at the 5th annual Empowering Advice Through Technology (EATT) conference, a one-day event for advice firms seeking to integrate technology into their advice processes and businesses ..read more
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Consumer Duty: The vital role cashflow planning has to play
EV Blog
by EV
3M ago
In this blog, we explore how cashflow planning tools can enhance the client-adviser relationship and ensure compliance with the Financial Conduct Authority’s (FCA) latest Consumer Duty rules ..read more
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Press Release: Wesleyan Financial Services selects EVPro to power its advice journey
EV Blog
by EV
3M ago
Wesleyan Financial Services, which provides financial advice services tailored to medical, dental and teaching professionals, has selected EVPro to support its 250 advisers in creating and managing suitable client financial plans ..read more
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How financial planning technology can improve consumer pension optimism
EV Blog
by EV
5M ago
With the cost of living remaining a constant worry for many, it's no surprise that consumer optimism surrounding future pension prospects has declined. This blog examines the decline in consumer confidence regarding retirement backed by the latest industry stats. It explores how financial planning and the technology surrounding it can help, offering a more optimistic and empowered retirement planning consumer experience ..read more
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