Wealth Wizards wins at UK Pensions Awards

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 success by LV= to service their at-retirement advice.

2018-06-04T09:21:17+00:00 News|