Displaying items by tag: engage

Friday, 01 March 2024 17:11

Defaqto adds easier SIPPs access to Engage

Fintech and data provider Defaqto has bolstered its Engage Financial Planning system, adding more tools and capability to provide an ‘all in one’ Financial Planning package.

Published in Articles

Tagged under

Defaqto readying revamp of Engage Planning software

John Milliken, CEO of fintech Defaqto, has told Financial Planning Today that the company is planning to revamp the user experience and user interface of its Engage Financial Planning product.

Published in Articles

Tagged under

News from Twitter

Tweets by SippsPro

Articles by Keyword

AJ Bell AMPS annuities Autoenrolment Barnett Waddingham Curtis Banks DWP FCA FOS FSCS Hargreaves Lansdown HMRC James Hay Lisa Webster Mattioli Woods Pension pensions pension transfers Platforms regulation retirement retirement planning Sipp Sipps Ssas The Pensions Regulator TPR Webster websterblog Xafinity