The Pension Lab @ThePensionLab
We are pension technicians at heart with expertise in creating and delivering integrated regulatory solutions at scale. thepensionlab.co.uk/logloa UK Joined April 2017-
Tweets46
-
Followers72
-
Following109
-
Likes51
@AltusCons @Schroders @AegonUK 🙏 @AltusCons
Congratulations to Aegon + @ThePensionLab on winning Leading Innovation in Workplace Solutions at last night’s Schroders UK Platform Awards
@AdrianBoulding Thanks @AdrianBoulding ! We’re so chuffed ☺️
Our exciting new digital LOA feature, via an integration with @ThePensionLab, is here to make onboarding faster, more accurate and less stressful for both advisers and clients. With LOA volumes set to increase significantly, now is the time to innovate! 👉 eu1.hubs.ly/H0cnFxQ0
Streamline your financial advice onboarding with new digital Letters of Authority (LOA)! ✨ With 3.9m LOAs sent every year and it taking up to 59 days to complete each one, our integration with @ThePensionLab automates and digitalises the process, saving you valuable time.
Aegon (@Aegon) has announced the extension of a collaboration with The Pension Lab (@ThePensionLab) which enables Workplace members, particularly those without an adviser, to find and compare old pension pots. ifamagazine.com/aegon-launches…
The introduction of the @pensionsdash could compel pension organisations to tackle the letter of authority (LoA) process, with the number of LoAs set to increase eightfold, says @ThePensionLab professionalparaplanner.co.uk/pensions-dashb…
The outdated letters of authority process is costing the industry £442m a year – and it's about to get much worse. Scott Phillips, chief executive and founder of The Pension Lab, reveals why we need to fix this now: moneymarketing.co.uk/opinion/letter… #pensions #fintech #LoA
@langcatlocke @PattulloJustine 🤣❤️
New industry group Fix LoA Action Group established, @ThePensionLab ...pervasive issues within the LoA process, which impacts all stakeholders. With the increasing number of #pensionpots and transfers and the significant impact of #pension #dashboards... tinyurl.com/yrw656ry
Thanks for mentioning our digital Letter of Authority service 🤩🙏 We ❤️ hearing how it’s helping firms streamline client onboarding 🙌
TRAP LIVE - EPISODE 45 IS OUT! A very special pile of TRAP has dropped! Besties @nicklincoln @CarlWidger @AlanJLSmith @MavenAdviser chew the FS-fat.. Question for the TRAP team? Click on the link in the pinned Tweet at the top of our timeline. buzzsprout.com/2056762/150460…
🌊 Brace for the Letter of Authority Tsunami 🌊 Pensions Dashboards' arrival could see an eight-fold surge in LoA volumes. With 4m processed yearly at £111 each, this surge demands attention. Learn about the drivers and solutions to reduce friction 👉thepensionlab.co.uk/homepage-blog/…
As part of the #LogYourLoAPain campaign, @ThePensionLab recently released its whitepaper. Its findings highlighted the need for collaboration across the sector to use solutions already available. criterion.org.uk/news-and-event…
A new poll from @_moneymarketing on the Letter of Authority process. Now is your chance to vote 👇 moneymarketing.co.uk/poll/poll-will…
Full research on the $442million wasted every year on the 3.9 million Letters of Authority, mostly sent by advisers, is available here: thepensionlab.co.uk/homepage-blog/…
Calls for urgent reform of LoA process after report reveals wasted cost moneymarketing.co.uk/news/calls-for…
Calls for urgent reform of LoA process after report reveals wasted cost moneymarketing.co.uk/news/calls-for…
🎉CATS - complianceandtraining.co.uk, multi-award-winning compliance support company joins the #LogYourLoAPain initiative! 🚀 Mel Holman, Managing Director, shares their commitment to industry collaboration. Welcome aboard, CATS! 👏
Reflecting on 3 months since the launch of the #LogYourLoAPain campaign: Grateful for support & excited ahead of full publication of our findings! All detailed in our latest blog 👉 thepensionlab.co.uk/homepage-blog/…
👋Please say a big hello to @pennypensionhq our latest supporter to join the #LogYourLoAPain initiative. 🙏Advisers & Paraplanners: you can still log your LoA volumes here thepensionlab.co.uk/logloa
👋Please say a big hello to @pensionbee , our latest supporter to join the #LogYourLoAPain initiative. 🙏Advisers & Paraplanners: you can still log your LoA volumes here thepensionlab.co.uk/logloa
stephanie earles @smileyearles
30 Followers 513 Following crazy smiley person who loves life,laughing and lollypops
TomFisherMunoz @fisher_munoz
1 Followers 317 Following
The Wealth Mosaic @TheWealthMosaic
2K Followers 4K Following The Digital Marketplace for Wealth Management. #dedicatedtowealth #wealthmanagement #wealthischanging
Danny Conway @DannyConway1875
170 Followers 758 Following Paraplanner, financial planning, investments and pensions, former paratrooper, grassroots football and always @hibernianfc.
Easyflow @easyflow_ai
2K Followers 7K Following Automate your business with AI agents 🤖 Speed, precision, and 24/7 availability. Visit our website 👉 https://t.co/mL3pfhQ8Hs
DividendAristo🇺�... @Ysawkie012
36 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Garry Reynolds @GarryReyno26557
0 Followers 3 Following
Sparq @sparq_tech
1 Followers 14 Following Sparq empowers financial advisory firms to streamline processes, automate compliance, and unlock growth while maintaining the human touch.
Adviser 3.0 @Adviser3point0
151 Followers 367 Following The unmissable event for UK financial planners. Join us in London on 15th May 2025 for cutting-edge insights on advice, tech & investing | #Adviser3Point0
EVANSFRX @Evans_frx
622 Followers 3K Following ⭐#1 Entrepreneur Lifestyle Publication |Inspiration | Motivation | Financial Growth
G. @_92GM
0 Followers 2K Following
Matthew Walne CFP™ @MatthewWalne
4K Followers 1K Following Certified Financial PIanner™ professional, Chartered Wealth Manager, owner of @SantoriniFP and author of @retirementbook Tweeting customers fairly since 2009.
Melissa Canham @CanhamMelissa
129 Followers 360 Following Marketing Manager @Timeline_Tech 📈 | Empowering advisers with game-changing tech ✨🚀 | @Adviser3point0 conference & @adviser3point0_ podcast
Timeline @Timeline_Tech
1K Followers 179 Following Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.
Erik Geddes @erikgeddes
6K Followers 6K Following
KBPR @WeAreKBPR
822 Followers 2K Following We are a full-service, award winning, PR and marketing communications agency specialising in pensions and investments. #WeareKBPR
Actuarial Post @actuarialpost
11K Followers 2K Following #Pensions, #Investment, #insurance, #risk...whatever your market stay up to date with the news for the actuarial and insurance community. #actuary #actuaries
Yellowtail Financial ... @YellowtailFP
5K Followers 1K Following Yellowtail Financial Planning. Since April 2006. The human side of money. The home of A Taste Of Financial Planning 🎧. https://t.co/fa6F81kBwz
EV - Financial Soluti... @EV_financial
2K Followers 1K Following EV make financial advice more accessible and engaging through simple, seamless technology for digital, face-to-face, or hybrid channels.
Katey Pigden @KateyPigden
2K Followers 2K Following PR account director @thelangcat. Former editor @_moneymarketing. Previously a journalist @UtilityWeek, @Caterertweets and @southwalesargus. Views my own.
Jenny Burt @Jenny_Burt_EV
327 Followers 470 Following Director of Marketing at EV - highlighting the importance of financial clarity for all. You can also find me on: https://t.co/bK9SAjwcp8
BE_Emily 🚀📨🎯 @BE_EmilyP
158 Followers 1K Following Tech Marketing Leader. Mum of 2, tamer of neither. Never met a leopard 🐆print I didn't like. My views. #Cyber #FinancialServices #Emailencryption #Marketing
Rebcat Technology @rebcat_tech
5 Followers 29 Following Providing straight-forward answers to the difficult questions. Our tech has been proven in a regulated and scaled environment to c 20k customers.
Gone to my valley �... @WoodlandGonk
2K Followers 3K Following A tad contrarian but that is OK. Group think is bad isn’t it? Tech optimist and early adopter which is bizarre since I hug trees.
AJ @AJCrossman
52 Followers 444 Following
Justin King CFP® @JustinKingCFP
2K Followers 2K Following Retirement adviser. Chartered & Certified Financial Planner. Registered Life Planner. Personal Change Coach. Author & host of The Retirement Café podcast
Lee Robertson FCSI FR... @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
Mark Locke @markjlocke
8K Followers 3K Following just keeping my seat warm here in the hope things eventually get better
Victor Sacks🧡🟦 @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received. Whisky enthusiast.
Lloyd Davies @lloydsdavies1
262 Followers 616 Following
garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Justine Pattullo @PattulloJustine
369 Followers 687 Following The SpringJock of Fife. Fintech, beach, pickleballer & wine lover - not always in that order. Gin? Yeah, I like that too.
Corey C. Gallegos @CoreyCGallegos2
1K Followers 235 Following
David Henderson @hendersond101
450 Followers 2K Following
Valorizame @valorizamecom
22K Followers 5K Following
Lnet Digital @lnetdigital
320 Followers 472 Following
The Software House @RealTSH
1K Followers 1K Following We are #Node, #PHP #Symfony, #JavaScript, #iOS, and #Android amazing #developers. Stay connected for tweets about #technology, #coding, #web, and #mobile.
Moneyinfo @moneyinfotech
2K Followers 3K Following Unlock your peak performance with the UK’s most configurable digital relationship management platform, built for ambitious wealth management firms.
Pete Glancy @PensionsPete
764 Followers 972 Following Head of Policy, Pensions & Investments @scottishwidows. Interested in Pensions, Savings, Investments, Personal Finance and fairness in financial services.
Sudeep Sakalle @sudeepsakalle
753 Followers 661 Following Delivering #Cloud, #IoT #AI , Business focused solutions
Ann McMillian @mcmillianann
43 Followers 613 Following
John Lloyd @JLlo_Wirral
139 Followers 668 Following SWA, FPL, C.G. Bowls, BadMinton, InsideNo9, Tolkien & Fantasy
Omar @Wheresmylucy
120 Followers 3K Following
Natalie Faye Pringle @NatalieFayeP
107 Followers 484 Following Programme Manager - CMS equIP tech start-up accelerator #helpingstartupsscale
Brian Krassenstein @krassenstein
996K Followers 460K Following AI, Technology, Crypto, Web3, Political commentary - Follow My Brother: @EdKrassen. Linktree: https://t.co/5Sol7rxA1E
Adviser 3.0 @Adviser3point0
151 Followers 367 Following The unmissable event for UK financial planners. Join us in London on 15th May 2025 for cutting-edge insights on advice, tech & investing | #Adviser3Point0
Matthew Walne CFP™ @MatthewWalne
4K Followers 1K Following Certified Financial PIanner™ professional, Chartered Wealth Manager, owner of @SantoriniFP and author of @retirementbook Tweeting customers fairly since 2009.
Timeline @Timeline_Tech
1K Followers 179 Following Empowering Financial Advisers and Financial Planning Firms with best-in-class planning technology and portfolio management.
Erik Geddes @erikgeddes
6K Followers 6K Following
KBPR @WeAreKBPR
822 Followers 2K Following We are a full-service, award winning, PR and marketing communications agency specialising in pensions and investments. #WeareKBPR
the lang cat @thelangcat
1K Followers 455 Following Making the complex simple: insight, PR and communications across FS. Find us on LinkedIn and Bluesky.
Actuarial Post @actuarialpost
11K Followers 2K Following #Pensions, #Investment, #insurance, #risk...whatever your market stay up to date with the news for the actuarial and insurance community. #actuary #actuaries
TRAP: The Real Advise... @AdviserPodcast
1K Followers 0 Following Four independent advisers with independent views on pretty much anything (but mainly personal finance). 📺 https://t.co/ghITaGbWmb 👂 Podcast ⬇️⬇️
Yellowtail Financial ... @YellowtailFP
5K Followers 1K Following Yellowtail Financial Planning. Since April 2006. The human side of money. The home of A Taste Of Financial Planning 🎧. https://t.co/fa6F81kBwz
EV - Financial Soluti... @EV_financial
2K Followers 1K Following EV make financial advice more accessible and engaging through simple, seamless technology for digital, face-to-face, or hybrid channels.
Katey Pigden @KateyPigden
2K Followers 2K Following PR account director @thelangcat. Former editor @_moneymarketing. Previously a journalist @UtilityWeek, @Caterertweets and @southwalesargus. Views my own.
Portfolio Adviser @PortfAdviser
6K Followers 723 Following The leading brand for wealth managers, discretionary portfolio managers, private bankers & advisers.
Personal Finance Soci... @pfsconf
10K Followers 1K Following The Personal Finance Society is the professional body for the UK financial planning profession. Its events and resources help planners to undertake quality CPD.
Citywire New Model Ad... @NewModelAdviser
13K Followers 2K Following The big stories for financial planners, from Charles Walmsley, @jackgilbert13, @nn_blackburn, @journozach and @victoriabell70
Professional Adviser @Profadviser
17K Followers 3K Following For financial advisers and paraplanners
Penfold @getpenfold
1K Followers 833 Following We’ve given #pensions a makeover: banished ‘boring’ and done away with ‘difficult’. Say hello to your easier-to-manage future savings. 💫 Capital at risk.
Moira O'Neill @MoiraONeill
9K Followers 5K Following Freelance journalist, editor, presenter | @headlinemoney_ Journalist of the Year 2024 | @WTWcorporate Investment & DC Pensions Journalist of the Year 2025
David Henderson @hendersond101
450 Followers 2K Following
Jenny Burt @Jenny_Burt_EV
327 Followers 470 Following Director of Marketing at EV - highlighting the importance of financial clarity for all. You can also find me on: https://t.co/bK9SAjwcp8
FT Adviser @FTAdviser
23K Followers 747 Following Tweets from the editorial team behind the multi-award-winning website - covering everything that's relevant to UK financial advisers and their wider market.
Justine Pattullo @PattulloJustine
369 Followers 687 Following The SpringJock of Fife. Fintech, beach, pickleballer & wine lover - not always in that order. Gin? Yeah, I like that too.
Rebecca O'Connor @rebeccaoco
5K Followers 4K Following public affairs @PensionBee | cofounder @goodmoneygirl | Pensions Doctor @Telegraph | #money journalist | author #ESG | lately, #longcovid #longcovidkids
Alan Smith @AlanJLSmith
24K Followers 3K Following Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | 🏴☠️Podcast 🎧 https://t.co/3Vhn2ToybD
Gone to my valley �... @WoodlandGonk
2K Followers 3K Following A tad contrarian but that is OK. Group think is bad isn’t it? Tech optimist and early adopter which is bizarre since I hug trees.
Simoney Kyriakou 🇨... @MoorgateMermaid
10K Followers 3K Following Senior Editor of FT trade title @FTAdviser. Also: author, public speaker, possibly funny. Leftist softy. God-botherer. Cat-stroker. All views my own. 🇨🇦 🇬🇧
Justin King CFP® @JustinKingCFP
2K Followers 2K Following Retirement adviser. Chartered & Certified Financial Planner. Registered Life Planner. Personal Change Coach. Author & host of The Retirement Café podcast
Helena Wardle @WardleHelena
797 Followers 522 Following Solving financial puzzles for a living. Founder of Money Means, Digital Financial planning subscription service.
Greg Moss @moneychimp
1K Followers 556 Following Chartered Financial Douchebag. Beautiful father to three girls, one hairy. Chaotic neutral. Posts not advice. #FIRE #impact #ESG #AVFC
NextGen Planners @nextgenplannrs
3K Followers 2K Following We help Financial Service Pros grow and develop through expert training and community resources 🌱 Listen to our podcast 👉 https://t.co/23NmcO0XB0
Lee Robertson FCSI FR... @leerobertson64
5K Followers 4K Following Ex-pat Scot. Financial Services. Armed Forces Veteran. Entrepreneur. Speaker. Author. NED. Trustee.
Mark Locke @markjlocke
8K Followers 3K Following just keeping my seat warm here in the hope things eventually get better
Victor Sacks🧡🟦 @SmartSacks
5K Followers 4K Following Multi award winning Independent Financial Adviser. Working with Business owners. Using ears and mouth in the proportions they were received. Whisky enthusiast.
Eve Keith @EveK1979
1K Followers 904 Following Mum of 1, Trustee Manager, likes guinea pigs and Rik Mayall, all opinions my own.
Lloyd Davies @lloydsdavies1
262 Followers 616 Following
garry hale 🌎🌱 @garryhale
4K Followers 2K Following he/him , CFP,Chartered Wealth Manager,Owner HK Wealth Stirling,Lifestyle Financial Planning.Past President of The Personal Finance Society.Sailing!⛵️
Punter Southall @PunterSouthall
77 Followers 13 Following Since 1988, we have successfully helped people and organisations build, shape and protect their financial futures.
Beyond Encryption @BeyondEncrypt
176 Followers 777 Following Secure your critical customer communications
Criterion @CriterionTec
143 Followers 447 Following Leaders of industry Standards and Governance. Part of the @Star_Transfers initiative.
Fintech Insider @FintechInsiders
34K Followers 7K Following We don't post here anymore. Hang out with us over on LinkedIn (11:FS) and tune in to the podcast wherever you like to listen.
Nina Mohanty @ninamohanty
7K Followers 3K Following 🇺🇸🇮🇳🇹🇼in 🇬🇧. Founder of @bloommoney_co. Another defection, account not monitored. Find me on threads @nina.mohanty or https://t.co/lbs2XpLs9J
Ryan Wareham @RyanWareham1
349 Followers 269 Following Husband. Dad. Exec. Digital Products & Services builder.
Geoff Whitehouse @ByGeoffW
3K Followers 2K Following Content @clear_bank. Open banking fan, payment 🤓 SW16 via B14.
11:FS @11FS
19K Followers 5K Following We don't post here anymore. Hang out with us over on LinkedIn.
Sarah Kocianski — o... @SarahKocianski
6K Followers 527 Following Freelance Fintech and Insurtech Strategist, SJK Insights. Speaker, advisor, analyst and researcher.
Ghela Boskovich @GhelaBoskovich
9K Followers 772 Following Revelation can be more perilous than Revolution - Nabokov. Founder @FemTechGlobal & Chapter Lead/Head of Europe for @FDATAeurope @FDATAglobal
Ed Mass @hyper_ed
2K Followers 1K Following Built financial transaction AI + building financial agents, thinking about workflow automation. Founder person.Trends for United States
You might like
