Selectapension and Intelliflo announce integration to streamline service.
Leading FinTech firms Selectapension and Intelliflo have agreed to team up which will see their mutual customers benefit from better efficiency and choice. Taking effect in September, Intelliflo’s iO Store will include a Selectapension app which will allow existing Selectapension customers to move and store all their client reports on Intelliflo’s Intelligent Office system. Finance workers produced over 45,000 cases using Selectapension’s pension switching tool in the past year, with over 3,000 subscribers.
Adviser team join AFH financial group.
AFH have boosted their presence in Yorkshire with a team of 26 financial and mortgage advisers in a £5m deal. The move is the biggest in the company’s history and takes the national firm’s funds under management to more than £3.5bn. It is the firm’s 11th expansion of 2017-18 and AFH now has more than 180 advisers across the UK, making it one of the largest independently owned corporate-charted practices in Yorkshire. The company now has more than 1,100 clients across Yorkshire and the East Midlands.