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The EValue Blog

Mortality-Drag-Header

Are You Preparing Your Consumers for Mortality Drag?

As people age, their life expectancy does not reduce at the rate that they are aging. Because...

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How to Recommend Suitable Funds that Match the Client’s Risk Profile

In this article, we explore the process of selecting and recommending a suitable fund (or...

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How to Establish a Client's Capacity for Investment Loss

For a financial adviser, there is a clear difference between a client’s attitude to investment...

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How Modelling Tools Help in Drawdown

Income drawdown is notoriously complex. And for most members of the general public, it’s a topic...

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Grabbing ROR, running with it and securing a big win

FCA PS19/21: Grabbing ROR, running with it and securing a big win

In June last year, the Financial Conduct Authority (FCA) published the Retirement Outcomes...

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[Video] Wealth Management: A Quick Q&A with Paul McNamara

In November this year, we'll be attending the Global WealthTech SummitOur CEO, Paul McNamara...

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The Future of Pensions and Retirement Income blog header

The Future of Pensions and Retirement Income May Sometimes Look Bleak but There Is Reason to Be Optimistic

EValue recently hosted a lively discussion with a number of industry experts to discuss the...

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Build or Buy: Should you use APIs or Configurable Tools?

It’s the age-old question when it comes to developing new services. Do you invest now and reap...

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How to Set up a Digital Advice or Guidance Service

Augmenting your services with technology creates plenty of benefits. You can attract new...

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Pensions Freedom Index 2019: Drawdown Tops the List

When Pensions Freedom was first introduced, the industry was rife with fears: would the thought...

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Pension Providers: What Opportunities do New Technologies Bring?

When people want something, they want it now. Clothes, books, taxis, food – all available at the...

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Akshay Kapoor joins EValue as Managing Director, Investment Solutions

EValue is delighted to announce the appointment of Akshay Kapoor as Managing Director,...

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