Welcome back to TechTalk, where we bring you the freshest insights on the tools and tech transforming the world of financial advice! We’re particularly excited about this month’s edition, packed with useful resources and innovations to help you offer your clients even more tailored support. Grab a coffee and dive in.
Mabel Insights – Are You Onboard?
Paul Kenworthy recently managed to drag himself away from paraplanning and headed to the Professional Adviser roadshow in the picturesque town of Harrogate. There, he had a conversation with Martin Coyle about Mabel Insights. If you haven’t heard of Mabel yet, let us bring you up to speed.
Mabel Insights is an intuitive, free (yes, FREE) tool built exclusively for financial advisers. Think of it as your one-stop shop for comparing and analysing the Model Portfolio Service (MPS) and multi-asset market. Here’s why we think it’s so valuable:
- All-in-One Market Coverage: Mabel provides in-depth data on over 1,000 MPS portfolios from more than 80 discretionary fund managers. That’s right, all that data in one place, designed to make your life easier!
- Speaking the Same Risk Language: Mabel has its own risk rating system, allowing you to compare MPS portfolios using consistent risk metrics. No more guesswork—just clear, aligned results.
- Due Diligence & Reporting: Need to perform CIP research or put together a client-specific report? Mabel helps you stay efficient and thorough.
Lawrence Cook, CEO of Mabel Insights, perfectly sums up their vision: “It’s time advisers had wide-ranging access to MPS information across the market, and we’re thrilled to offer this free service to help them make better decisions for their clients.”
And in case you missed it—Mabel recently launched a cashflow planning tool, packed with advanced features like one-button tax optimisation and both deterministic and stochastic modelling. It’s another way to ensure you’re working with the most up-to-date, reliable information.
The Importance of Care – My Care Hub
With an ageing population, we all know how challenging it can be to navigate care options. Did you know that by 2032, the number of people aged 65 and over needing care from unpaid carers is expected to grow by over a million? As advisers, it’s critical to have the right tools to guide your clients through these complex journeys.
Source: Carers UK
That’s where My Care Hub comes in. My Care Hub is an independent platform offering comprehensive care advice, designed specifically for advisers who want to support their clients through the entire care process. Whether your client is caring for a loved one or in need of care themselves, My Care Hub helps with:
- Identifying the Right Care: From finding appropriate care options to funding advice, My Care Hub simplifies the process so your clients get the guidance they need without all the confusion.
- Full Care Planning Support: My Care Hub is there every step of the way, helping you assist your clients as they navigate one of the most emotionally and financially taxing aspects of life.
Join Karl Steadman and Jacqueline Berry, MCC the founder of My Care Consultant on September 26th at 10:00 AM for a special webinar, where they’ll dive into how to approach care planning and funding in the right order. Plus, you’ll get an introduction to My Care Hub, the UK’s first online “one-stop shop” for all things care-related.
Register for the My Care Hub Webinar
To subscribe to My Care Hub and start providing your vulnerable clients who are caring or in need of care with valuable support to navigate their care journeys and avoid foreseeable harm, click here:
Enhance Your Skills with the CISI Certificate in Ethical AI
Interested in how AI is shaping the future of financial advice? The The Chartered Institute for Securities & Investment (The CISI) Certificate in Ethical AI is a fantastic opportunity to deepen your understanding of the ethical challenges and opportunities AI brings to the industry. Whether you’re new to the topic or looking to expand your expertise, this qualification is packed with interactive content—videos, interviews, and case studies—that will keep you ahead of the curve.
For more information on this valuable qualification, visit CISI.
This month’s Tech Talk is all about bringing you the tools and resources to help you provide even more value to your clients. Whether you’re looking to streamline your MPS analysis with Mabel Insights or need support for your clients’ care journeys through My Care Hub, there’s no shortage of ways to enhance your advice proposition.
So, what are you waiting for? Register for Mabel Insights at www.mabelinsights.com and don’t miss out on the My Care Hub webinar on September 26th. We’d love to hear how you get on!