Zippen

We are huge fans of targeted support here at Zippen - the consumer deserves clear options around support and advice. As an industry we are moving in the right direction and let's aim to serve the consumer better through transparent and accessible offerings that deliver exacting standards. https://lnkd.in/eeUBrw8N

IFAs - Consumer Duty and the Advice Gap ***Trigger warning - we're going to mention lower worth clients!*** With increased regulatory responsibility and fees, coupled with the focus on good customer outcomes - IFAs have got more work, less time, and a shift in focus away from the more commercially valuable, HNW clients.  There feels like little choice other than to cull the lower worth clients, but in doing so we’re making massive assumptions about worth; and so the advice gap widens. But what if we could make more informed decisions and assess the unknown client base? IFAs can now run clients through #Zippen, gauge true worth, find hidden gems, and do the very best for your unvisited client bank. Zippen can alert you to higher worth clients, provide lesser worth individuals with simplified advice on consolidation, and also identify the clients that may not be sustainable. #IFA #advicegap #HNW

Zippen's Chair Stuart Feast championing the need for simplified / targeted advice 🎉 #IFA #advicegap https://lnkd.in/ewcGpkeU

Calling all #IFA's! Let Zippen assist your entire client bank to get to know their #pensions - Together we can bridge the advice gap, master Consumer Duty and maybe find you some hidden gems in the unknown... Get in touch today - hello@zippen.co.uk #advicegap

Targeted advice makes practical, VFM and moral sense - and Zippen are spearheading the way ahead. https://lnkd.in/eUBBHHuM

An excellent summary here of an exciting session from Bravura Solutions Pension Dashboard Week. As Ellie Tembras said, when looking at Dashboards of the future "engagement routes need to improve, whether by using behavioural science to help design the dashboards of the future, or utilising gamification to capture young people’s imagination and demystify finance." The future of finances is changing, and Zippen are delighted to be part of the drive towards a brighter, accessible, fairer world of pensions. https://lnkd.in/eKyUTGME

We're all for a pension awareness campaign here at Zippen - but when finding your pension treasure, please don't assume that it's accessible prior to age 55, or 57. If you want tracing without risk or misunderstanding, drop us a line at hello@zippen.co.uk https://lnkd.in/e485syWD

Good to see pre-budget sense checks as the speculation around the potential impact on pensions builds... https://lnkd.in/eurxS2DY

Lean all you like paraplanners, Zippen are here to lighten the load and let you concentrate on the complex/commercial cases. https://lnkd.in/ehkTGg-A #IFA

With low financial confidence recognised as a vulnerability, impacting 18% of all investors, Zippen's non-confrontational, safe, secure digital solution really comes to the fore. https://lnkd.in/e99QU7KC