11 Dec 2023

Season’s greetings! Our festive opening hours are here 

As we take time to relax and enjoy the festive period, we want to thank our users for their support

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10 Jan 2024

Wealthtime Platform enhancement: online verification check

We are introducing new online verification functionality to the Wealthtime Platform to cut the time it takes to complete data

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10 Jan 2024

The future of decumulation advice

Robert Vaudry, Managing Director, Copia Capital When the FCA sent out a second questionnaire to advisers as part of its

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01 Feb 2024

A different approach when it comes to decumulation?

Tony Hicks, Head of Sales, Copia Capital For professional adviser use only Last year, the FCA kicked off its thematic

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07 Feb 2024

Copia Capital Quarterly Market Review

Pete Wasko, Senior Portfolio Manager, Copia Capital Although it often didn’t feel like it due to continued high inflation and

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14 Feb 2024

Wealthtime Platform enhancement: Notifications Centre

We’re happy to announce our new Notification Centre has gone live in Adviser Zone. It has replaced the Status Updates

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22 Feb 2024

Innovating investing for retirement income

Tony Hicks, Head of Sales, Copia Capital, and Yannis Katsis, SLI Business Development Director, Just Group For professional adviser use

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22 Feb 2024

Decumulation: How blending investments and annuities can work

Tony Hicks, Head of Sales at Copia Capital For professional adviser use only Planning for retirement has changed significantly over

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26 Feb 2024

Changes to the lifetime allowance from 6 April 2024

As the end of the 2023/24 tax year approaches, it’s important to be aware of some upcoming changes taking place

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