Now under new Ownership - who are still providing independent training and consultancy expertise for you and your teams. #FinancialServices #UseITorLoseIT
National
Joined July 2014
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Testimonial Tuesday-we are so delighted to receive reviews- this made our day😀
Thank you Bridie 🤩
Informed Training retweeted
Aberdeen, intelliflo and ZeroKey team up on adviser tech
moneymarketing.co.uk/news/ab…
Informed Training retweeted
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/feature…
Informed Training retweeted
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…
Informed Training retweeted
Sesame Bankhall Group appoints M&A director to lead IFA exit consulting service
moneymarketing.co.uk/news/se…
Astonishing statistics here from @intelliflo-Only 1% 😮
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🚨 96% of UK advice firms say their processes aren’t as efficient as they could be.
Our 2025 survey reveals:
🔹 AI use up 8x in a year
🔹 Manual rekeying still rampant
🔹 Only 1% have gone fully digital
Time to close the tech gap -> okt.to/HjcT2w
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/cvg8v98n…
Informed Training retweeted
Transact integrates with Intelliflo to streamline adviser workflows
moneymarketing.co.uk/news/tr…
Informed Training retweeted
🌍 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…
#FinancialAdvice #TargetedSupport #Investing
Informed Training retweeted
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/al…
Informed Training retweeted
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/in…
Informed Training retweeted
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…
Informed Training retweeted
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
Informed Training retweeted
✍️ 'Latvia, Estonia and Lithuania are the Nato front line' | Writes Brendan Simms
Read the full column here 👇
telegraph.co.uk/news/2025/03…
Informed Training retweeted
🌧️ Freezing rain may hit Britain over the weekend as the current cold snap continues
telegraph.co.uk/news/2025/02…
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/urn…
Informed Training retweeted
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
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
Informed Training retweeted
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
Thank you clients, partners & supporters - Your trust and collaboration mean the world to us. Wishing you all a Merry Christmas and a Happy New Year!🥂
The Informed Training Team 🎅🌟
#FinancialServices #CRM #Intelliflo #InformedTraining
