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 throughout the year. We truly appreciate the trust you’ve placed in us and we’re grateful for the opportunity to support your business.  We’ll still be here to help if you need to contact us over […]

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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 protection checks when calling us. The new functionality is available now. It improves on our current process by making things significantly more efficient, whilst maintaining the same high standards of security. Online verification process As […]

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10 Jan 2024

The future of decumulation advice

Tony Hicks | Head of Sales, Copia Capital When the FCA sent out a second questionnaire to advisers as part of its thematic review of retirement income advice, the implication was that the information it had received so far hadn’t put the issue of decumulation advice to bed. The review, which kicked off in June, […]

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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 review of retirement income advice, by asking 1,300 randomly selected advice firms to provide details of their charging models and how much they make from advice fees. The regulator focused on several themes within the survey […]

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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 various geopolitical issues, 2023 ended up being a reasonably good year in terms of gains across the majority of asset classes. A recap of 2023 Quickly recapping 2023, we saw developed markets outperforming emerging markets. […]

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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 section and will now be your one-stop shop for the latest updates on client cases and submissions. It makes it much easier to keep track of cases and will save you valuable time and energy. […]

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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 only Every client is different, but when looking at those in decumulation, for many the main priority will be sustainability of income, rather than capital growth and advisers will need to consider different risks to […]

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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 the past twenty years. We’ve seen a substantial rise in market-reliant defined contribution schemes, as opposed to final salary pensions, coming at a time when life expectancy has increased, and we’ve been given more choice […]

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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 from 6 April 2024. Here’s a quick heads-up about some of the key changes on the way. Removal of the lifetime allowance (LTA) As announced in the Spring Budget 2023, the LTA is being removed […]

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