New regulations in the life and pensions industry have the potential to distract providers as they adjust their operating processes to remain compliant. Finding partners that can respond with regtech solutions that optimise the operating model is key for businesses focused on growth.
Download here...With KID regulation on the radar in 2022 for the wider funds industry, Irish Funds invited FRS to present on lessons learnt from implementing KID-software to the life industry.
Download here...Frank Carr discusses pension provision in the Middle East.
Download here...Frank Carr discusses how PRIIPs manufacturers are moving on from their decision-making in respect of PRIIPs implementation plans to a consideration of the key emerging issues from PRIIPs.
Download here...George McCutcheon MSc FIA discusses the important implications for all investment product manufacturers in Europe.
Download here...George McCutcheon MSc FIA discusses PRIIPs and KID challenges.
Download here...Frank Carr discusses outsourcing oversight for asset managers.
Download here...This article examines how new technology is poised to revolutionise the administration of DC pension fund solutions in the UK pension landscape - and how this can fuel both opportunity and risk reduction for those operating here.
Download here...George McCutcheon reviews the assets GRC component in more detail.
Download here...George McCutcheon reviews the three strands to look-through from the perspective of both Asset Managers and Life insurers.
Download here...George McCutcheon describes how an appropriate unit matching policy would release cash and minimise volatility of Solvency II own funds.
Download here...George McCutcheon MSc FIA discusses outsourcing oversight for asset managers
Download here...George McCutcheon MSc FIA discusses charge disclosure issues
Download here...George McCutcheon MSc FIA discusses the Solvency II risk management function
Download here...George McCutcheon MSc FIA discusses the tax aspects of the “ABI Guide to Good Practice for Unit-Linked Funds”
Download here...George McCutcheon MSc FIA discusses the ABI's revised draft “Guide to Good Practice for Unit-Linked Funds”
Download here...George McCutcheon MSc FIA discusses the findings of the FCA thematic review.
Download here...George McCutcheon MSc FIA discusses securities lending issues for life companies.
Download here...Securities lending issues for life companies.
Download here...Management and governance of unit-linked funds.
Download here...The following are case studies from some of our leading clients:
Invest|Pro™ has completely transformed our operations.
We chose Invest|Pro™ to automate and consolidate our administration functions and the 35% cost savings and efficiencies that have resulted have been exceptional.
