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Brewins, Brooks and Quilter Cheviot sign up to new DFM service
by Dylan Lobo on Sep 05, 2013 at 10:36
He added: 'Using advanced technology tools enables advisers to tailor individual plans for clients and therefore proves the value of having an adviser, helping build a lasting beneficial relationship between advisers and clients.'
Selectapension was founded in 2004 by McCabe and its initial tools focussed on helping IFAs conduct direct benefit scheme analysis and advise on complex money purchase schemes.
It has since broadened its reach to include services on Qrops transfers, income drawdown, provider comparison and general retirement planning calculators.
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