The robots are coming
At Dartington it always surprises us when companies pay for high consultancy or product fees for support that is better delivered for free from existing relationships.
Who has the biggest R&D budget; you, your advisor or your pension provider?
With their large budgets the emerging pension provider tools are now moving from the comfort of financial wellbeing education to deliver most of the elements of a successful financial wellbeing programme – measure, educate, take action and monitor.
Take the acquisition by Royal London of robo-advice firm, Wealth Wizards. The technology has now been embedded into smart Financial Health Checks available to members via their app.
This adds both the measure and monitor components and also means that you can see if all of your hard work in this space has actually made a difference.
Speak to us about integrating your free provider tools into a meaningful financial wellbeing programme.