moneyinfo User Forum showcases innovative new retirement planner
Last week saw the first moneyinfo user forum at Morningstar’s London offices attended by 25 adviser firms. The forum was an opportunity for firms using moneyinfo as their client portal to learn about best practice techniques to gain adoption, to see the new features in the latest release of moneyinfo, as well as to share ideas with each other.
Feedback on the day was very positive …
Carly Shute of Bristol Based IFA, Clifton Associates says ‘It was a pleasure to attend the moneyinfo User Forum. Having used the moneyinfo service for 3 years it was great the see the recent developments that have been released in MI6 which include some excellent user experience improvements. The sessions were useful and informative and it was a good opportunity to meet other companies using the service.’
Sim Sangha, business development director comments “moneyinfo is very complementary to existing adviser business practices and successfully implemented provides huge efficiency gains leading to more profitable client relationships and greater assets under management.
We have firms achieving great levels of adoption whilst other firms struggle, which I guess is not untypical. This was a chance for our users to learn what works and share their experiences with other users.”
The forum saw the launch of a number of new features. Enhancements included a new navigation layout with even more customisable dashboards along with automated alerts and notifications ensuring advisers remain front and centre of clients’ minds for any financial matters. moneyinfo’s new retirement planner tool was showcased at the event which uses an innovative balloon ride to encourage greater levels of retirement saving.
Tessa Lee, moneyinfo managing director comments, “We know that people simply are not saving enough towards their retirement. Auto Enrolment is a step in the right direction but it’s clear that it hasn’t encouraged people to save more than the minimum. To link benefits to earnings often highlights the need to save at unaffordable levels to achieve any significant benefit.
That’s why we’ve launched our retirement planner which shows the difference that doing something, however small, can make over the long-term. The balloon ride helps users visualise their retirement future, adds an element of fun into what can be a rather dull subject and encourages users to have deeper conversations with their adviser.”
Feedback on moneyinfo 6 was very positive …
Samantha Teale from Wealth Management firm Andrews Gwynne LLP commented: “These days, people are increasingly time poor. moneyinfo offers a solution to access your entire financial life securely and almost instantly, under a single login. With bank level security the system gives me confidence to access my information on the go. I use the system personally and professionally and from both perspectives, I find the new interface both fresh and innovative.’
At the conference, users learnt that Tessa Lee, has taken the role of managing director. Tessa has been instrumental in the innovation behind moneyinfo.
Mik Cons, CEO of moneyinfo comments, “I’m delighted that Tess has accepted the challenge to take on the role of managing director. It recognises the great influence she already commands over large areas of the business, clients love her and it allows me to spend more time promoting moneyinfo in the market.”
Dave Lamb of London based Gibson Lamb & Co commented: “I think the updates are a real improvement and it’s much easier to see policy information that it was before; good work.”
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Oliver Jenkins, Marketing Manager
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