Informed Training

Testimonial Tuesday-we are so delighted to receive reviews- this made our day😀 Thank you Bridie 🤩

Aberdeen, intelliflo and ZeroKey team up on adviser tech moneymarketing.co.uk/news/aberdeen-…

Thinking about a career in financial advice but don't want to go to university? Our Features Writer, Amanda Newman Smith, explores how apprenticeships and professional qualifications are opening doors for school leavers in our latest article. moneymarketing.co.uk/features/start…

New IHT rules for pensions are on the horizon. From April 2027, the IHT landscape for pension death benefits will change, shifting responsibilities for advisers and PRs. Andy Zanelli from Aberdeen Adviser explains the key insights. Read the full article: moneymarketing.co.uk/opinion/aberde…

Sesame Bankhall Group appoints M&A director to lead IFA exit consulting service moneymarketing.co.uk/news/sesame-ba…

Astonishing statistics here from @intelliflo-Only 1% 😮 …

Just seen these tips on the BBC to keep cool 😎 UK heatwave: Wildfire alerts around UK and millions face hosepipe bans as heatwave sets in - live updates - BBC News bbc.co.uk/news/live/cvg8…

Transact integrates with Intelliflo to streamline adviser workflows moneymarketing.co.uk/news/transact-…

🌍 Market jitters after tariff news remind us why targeted support matters more than ever. It’s not a threat to advice—it’s a bridge to better financial outcomes. Let's close the gap together. 🔗 moneymarketing.co.uk/opinion/amanda… #FinancialAdvice #TargetedSupport #Investing

The FCA’s Financial Lives survey paints a mixed picture: resilience is holding, but confidence in the industry remains low. Only 8.6% accessed regulated advice last year. Progress is slow—and the public is still crying out for more support. 🔗 moneymarketing.co.uk/news/alistair-…

Rachel Reeves has been urged to rule out a new tax raid on pension pots in the autumn Budget to stop savers from panic withdrawing their money telegraph.co.uk/money/tax/inco…

Every day should be #IWD. Paul Morrish reflects on the women who shaped his journey—and why financial services must do more to support female talent. Read more: moneymarketing.co.uk/opinion/paul-m…

For investment platforms that need to supply financial data to multiple endpoints, FINIO is the data hub that provides efficient delivery of clean and enriched platform data, to software systems & advisory firms. buff.ly/pvsdQKG #BetterData #FinancialServices #FinTech

✍️ 'Latvia, Estonia and Lithuania are the Nato front line' | Writes Brendan Simms Read the full column here 👇 telegraph.co.uk/news/2025/03/1…

@Telegraph 😳How dreadful is that.

GPs will receive new training to better identify cancer in young people after the death of a 27-year-old woman whose symptoms were dismissed more than 20 times telegraph.co.uk/news/2025/02/2…

🌧️ Freezing rain may hit Britain over the weekend as the current cold snap continues telegraph.co.uk/news/2025/02/1…

Photo taken by me at local park in work break - this is what utilising automated tasks/workflows allows me to do 😊💙🤗 linkedin.com/feed/update/ur…

I was thrilled to be invited as podcast guest with such experienced #FinancialServices perspectives from Wealth Planning & Compliance-We talked CRM & how #financialservices can work smarter, not harder. Only 25 mins long with great tips & challenges at the end. Tune in here 👇

Exciting news! ⭐️ Our very own @ITinformed appears on this week’s episode of ’Beginnings Ltd’ podcast; sitting down with @alexandravind & Annabel Gray to talk all things CRM. Eileen says it was a real joy to spend time with the ladies! Listen here: mybeginnings.co.uk/podcast

Huge thanks to clients, suppliers, prospects & connections for your support. Wishing you a Merry Christmas & a healthy, happy New Year! 🎄 Shoutout to some #FinancialServices stars: @philbray73 @leerobertson64 @FoundationVerve @IntellifloLtd Hope to see more of these on walks🙏

Sending before the madness begins. Our Jacquiie Lawson card is below. Hope you enjoy. 🥳🥂🍾🤗 bit.ly/3VXws92