O&M Systems

01/05/2020

Following the exciting news that O&M has been acquired by Iress, we will be integrating our social media accounts.

To ensure you don’t miss out on important updates, developments and news, you can follow Iress using the links below. 👇

👉 Twitter – www.twitter.com/iressUK
👉 LinkedIn – www.linkedin.com/company/iress/
👉 YouTube – www.youtube.com/channel/UCXXYqZvVHp0rqKYh9pJ9fbQ
👉 Instagram – www.instagram.com/iress_global/

You can find out more about Iress’ acquisition of O&M Systems on this link: www.iress.com/support/media-centre/2020/03/iress-acquires-leading-investment-and-pension-research-software-provider-om-systems/

09/04/2020

Iress acquires leading investment and pension research software provider O&M Systems.

Iress has today announced the launch of a new hub to provide free technology-related information and support for the financial services industry as it adjusts to new ways of working.

10/01/2020

This first blog of 2020, continues the theme of drawdown reviews, started in 2019.

This video shows, in under five minutes, how O&M Profiler ESP can help reduce the burden of regular drawdown reviews for your clients whether they’re taking an income or not and how to manage ongoing reviews.

This first blog of 2020, continues the theme of drawdown reviews, started in 2019. This video shows, in under five minutes, how O&M Profiler ESP can help reduce the burden of regular drawdown reviews for your clients whether they’re taking an income or not and how to manage ongoing reviews.

18/10/2019

FCA sends clients on investment journey at 49¾.

The regulator has created four retirement investment pathways that providers will have to spell out, but advisers could do worse than mirror the approach

17/10/2019

Recent coverage in Money Marketing on the proposed transfer advice summary: www.moneymarketing.co.uk/does-the-fcas-one-page-db-transfer-template-give-a-helpful-charges-comparison/

A sample of the proposed template is available showing how this may look for a live case on this link: www.omsystems.co.uk/pdf/samplereport_ptas.pdf

The FCA template for one-page summary of the pension transfer suitability report, has been called to question for unhelpful charges comparisons.

18/07/2019

If you missed our joint webex with Prudential on “Matching suitable technology with client suitability”, don’t worry, You can view a recording of the session on this link:

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12/07/2019

O&M and Prudential webinar - Matching suitable technology with client suitability - 17th July 2019 at 11.30am.

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01/07/2019

Brilliantly Simple - Drawdown Reviews

With modern technology, it should be possible to complete a drawdown review in minutes...

With modern technology, it should be possible to complete a drawdown review in minutes..

21/05/2019

O&M Systems Automates FCA Transfer Checklist -

Software provider O&M Systems has turned to the FCA rulebook for inspiration for its latest update to its defined benefits functionality within O&M Profiler ESP. The rules in question can be found within COBS 19 and were introduced in October 2018.

15/04/2019

Advisers warned they could be breaking DB transfer rule

Financial advisers could be breaking new pension transfer rules if they fail to ask for the right fund data a technology provider and former adviser has warned

05/04/2019

O&M systems launches TVC and APTA tool

Software provider O&M Systems has launched a new transfer value comparator (TVC) tool to support advisers in the defined benefit (DB) transfer market.,Retirement,Technology ,TVC,APTA

04/04/2019

Adviser pension transfer tool launched

Software provider O M Systems has launched a transfer value comparator tool to support advisers in the defined benefit transfer market