On 23rd May, we won the ‘Technology Innovation of the Year’ at the UK Pensions Awards hosted by Professional Pensions. It is recognition for our robo paraplanner and its ability to ‘power up’ advisers and help them to process more regulated advice cases in less time. The robo paraplanner is currently being used with great [...]
We're thrilled to announce that we took home an award at the 2017 Schroders UK Platform awards held at the London Hilton, Park Lane on 26th September. Our Sales Director, Phil Blows and Business Development Director, Simon Binney were very pleased to accept the award for “Leading innovation in workplace solutions” on behalf of the company. We [...]
Reading time: 2 minutes Wealth Wizards Account Director, Phil Blows’ two passions include championing innovative technology and getting a better deal for employees. He believes that workplace pension advice should no longer be an aspirational offering and employers should empower their employees to take more of an active role in their pensions. Key takeaways The [...]
Wealth Wizards have been shortlisted for a 2017 Money Marketing award, "Best use of technology by an adviser". The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading advisers and providers for an evening of networking and celebration. Find out more about the event here.
Wealth Wizards were the first to market offering digital advice in the employee space. Seven years on, today at Finovate, they have announced the new mobile version of their Pension Wizard advice application, offered to employers and deployed to employees to support them with their workplace pension. The team, including Wealth Wizards Chief Executive Andrew [...]
Wealth Wizards research has been featured in an online article on HRNews, alongside a quote from our CEO Andrew Firth. Andrew Firth, Chief Executive, Wealth Wizards said: “Auto-enrolment is a good start in encouraging people to take control of their financial future and planning for retirement. However, the level of misconception uncovered by this research [...]
We’ve been shortlisted for the ‘Most disruptive technology’ FS Tech award 2017. Now into its 17th year, the FStech Awards recognises excellence and innovation in the field of information technology within the UK and EMEA financial services sector. Winning entries come from financial services institutions and technology suppliers who are leading the way in such areas [...]
Wealth Wizards Account Director, Phil Blows, two passions include championing innovative technology and getting a better deal for employees. He believes that workplace pension advice should no longer be an aspirational offering and employers should empower their employees to take more of an active role in their pensions. What takes passing 6 exams and roughly 180 [...]
We are pleased to announce that we have been selected to present at Finovate Europe. We will be showcasing the new version of Pension Wizard. FinovateEurope is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. They are a unique combination of 72 fast-paced, onstage demos with eight hours of [...]
Wealth Wizards has been shortlisted for the innovation award at the Pensions Age Awards, 23 February 2017, London Marriott Hotel, Grosvenor Square. The complete shortlist is available to view by clicking here. The winners will be announced on 23 February 2017 at the Awards Gala Dinner.