EV - Financial Solutions

WE WILL BE AT: #EATT2025 We will be heading into battle… Battle of the tech that is… We will be demonstrating how one engine can power your financial planning and advice processes, so that you can create one efficient experience to engage your clients upfront to then deliver a consistent, streamlined process. . Want to learn more? Register to attend and save £30 as a first time attendee by entering the code: EV30 https://lnkd.in/dQ_ZGn7P #financialplanning #financialadviser #advisertools Financial Technology Research Centre (FTRC)

As we wrap up 2024, we’re incredibly proud of our ESG journey and the hearts of our colleagues behind it. From planting 236 trees to supporting local causes throughout the seasons, here's what kindness achieved this year: Our Spring  Easter Egg Appeal saw 40 eggs delivered to children receiving essential care at Royal Berkshire, John Radcliffe and the Great Western Hospitals.  Our transition to Fairtrade office refreshments accompanied by an EV team and Mayor’s cake bake raised £500.00 for West Berkshire Homeless. Summer saw 7 amazing colleagues run the Newbury 10K and our golf team participated in the Newbury Soup Kitchen Golf Day at Sandford Springs Golf Club, which raised an impressive £10,500. Our team's contribution of £245 helped support this fantastic cause. As winter arrived, colleague donations to the Pot Noodle Appeal for Newbury Soup Kitchen and ‘Reverse Advent Calendar’  donations for West Berkshire Homeless  are helping those who need it most. Meanwhile, our ‘Give as you earn’ initiative which earned a gold award for 2024, enables our team to support a charity of their choice on a monthly basis and our carbon offsetting initiatives are on track. Every contribution has made a real difference. Our special thanks to everyone who donated, volunteered, or spread the word about these initiatives. Your kindness continues to create positive change in our community! #ESG #CommunityImpact #Sustainability #GivingBack

Aspen has chosen EV’s risk rating methodology to enhance their portfolio risk mapping for financial planners. This collaboration helps financial planners deliver more precise portfolio recommendations aligned with client timeframes and risk profiles. Our methodology delivers: ▪️ Time-horizon focussed risk assessment ▪️ Evaluation of both growth and income risk ▪️ Comprehensive UK fund coverage through FE fundinfo ▪️ Customisable risk scales for different planning needs Financial planners deliver better outcomes using EV risk ratings. #FinancialPlanning #RiskManagement #WealthTech

What are your thoughts on the FCA's recent update on the advice guidance boundary? Our Managing Director, Chet Velani shared his thoughts with The Fintech Times “We welcome the FCA’s proposals to the advice guidance boundary. We believe there is huge potential for targeted support to improve outcomes for many millions of people who do not currently access advice around their pensions.  The FCA is suggesting meaningful change, but as with everything, the devil is in the detail. How the characteristics within the consumer segments are identified and defined will be crucial to providing solutions to ensure people have a comfortable standard of living in retirement. As the FCA CEO has already said, targeted support won’t give everyone the perfect advice. It may be better than the current guidance offered, although still is likely to fall short of personalised advice. We believe far more can be done to extend advice, rather than simply support, through digitally-driven offerings which can help firms deliver advice cheaply to more people.” #FCA #Pensions #RetirementPlanning #WealthTech https://lnkd.in/eGH4Nx4x

Our mission to transform retirement planning has reached another milestone! We're incredibly proud to be shortlisted for 'At-retirement Solutions Provider of the Year' at the Pensions Age Awards 2025. While awards aren't what drive us, this recognition shines a light on what truly matters; creating better retirement outcomes for the 85% of retirees with low to medium risk appetites. This achievement belongs to our exceptional team who've worked tirelessly to develop transparent, innovative solutions that truly align with retirees' needs. Their commitment to helping advisers deliver sustainable retirement plans and meet Consumer Duty requirements is making a real difference in people's lives. Thank you to the PensionsAge judging panel for highlighting the importance of income-focused retirement planning. And to all the forward-thinking partners and clients who share this vision of making retirement planning work better for everyone - your collaboration makes progress possible. #Pensions #Retirement #FinTech #FinancialServices

What a magical afternoon celebrating with the EV team! Take a peek at our celebration photo - can you spot your EV contact? The room was filled with imagination and festive spirit as we celebrated another year of innovation together. A heartfelt thank you to Eilidh for crafting such a wonderful afternoon and to our 'Christmas elf' Rachel for adding those creative, thoughtful touches that made everything sparkle. To our leadership team - thank you for creating this opportunity to connect. It was inspiring to see everyone together celebrating our achievements and dreaming up what's possible for 2025. Wishing you a joyful festive season from team EV. #Team #Celebration #Gratitude

COMPASSION IN ACTION As Winter draws in, we want to highlight the incredible work of Newbury Soup Kitchen, whose year-round dedication provides vital support to those facing hardship in West Berkshire. Their efforts offer not only hot meals but also warmth, dignity and a safe space for those who need it most. During the coldest months, they offer hope to those facing the harshest challenges of poverty and isolation. Our annual Pot Noodle collection is a small tribute to their incredible work. To our ESG Committee - thank you for your leadership in driving initiatives like this year’s Pot Noodle collection. Your strategic guidance in connecting EV with local initiatives transforms our corporate social responsibility from concept to concrete action to ensure our values are reflected in meaningful action. To our colleagues, each donation represents a practical, meaningful contribution to addressing local food insecurity - Thank you. #ESG #CommunityImpact #SocialResponsibility Newbury Soup Kitchen

It’s all go with the award news! We're honoured to be shortlisted for Best Retirement Initiative and Best Specialist Technology at the Professional Adviser Awards 2025, as well as Financial Sector Innovation of the Year at the FStech awards 2025. Our dedicated team isn’t driven by awards; they're on a mission to transform how millions of people access financial support. This recognition strengthens our determination to bridge the advice gap and enhance financial accessibility for all. Thank you to Professional Adviser, FStech, our innovative team for pushing boundaries, and our forward-thinking partners and clients who share this vision. #FinancialAdvice #WealthTech #HybridAdvice #Pensions #PAAwards2025 #FStechawards

We’re at a ‘Watershed Moment’... The latest Money Marketing cover story reveals an industry at a turning point: while 92% of adults can’t access financial advice, a transformation is underway. The current landscape is stark • Only 8% of UK adults received financial advice in 2022 • 40% of firms have set minimum pot sizes • 80% say Consumer Duty made client service harder The New Direction The FCA's 2025 framework marks a fundamental shift from warning about poor decisions to helping people make good ones. Starting with pensions - where only 57% of holders even attempt to read their statements - this approach aims to bridge the gap between guidance and regulated advice. The momentum is clear 65% of providers are preparing to embrace targeted support. This isn't about replacing traditional advice - it's about creating new pathways to serve more people effectively. What's your perspective on this transformation? • How will your organisation adapt to these changes? • What opportunities do you see in this evolution? • What challenges need addressing first? #FinancialServices #WealthTech #Pensions  #targetedsupport 

How can technology enhance retirement advice? Whilst the human touch remains irreplaceable in understanding clients' aspirations, innovative software is now streamlining complex processes, enabling advisers to craft tailored solutions with unprecedented efficiency. From lightning-fast scenario modelling to sophisticated income blending strategies, technology is empowering advisers to deliver superior outcomes for their clients. Dive into this article to discover how we're leveraging technology to reshape the future of retirement planning: How can technology enhance retirement advice? https://hubs.li/Q02ZT2D50 #retirement #futureplanning #advisers #financialplanning