Now under new Ownership - who are still providing independent training and consultancy expertise for you and your teams. #FinancialServices #UseITorLoseIT
Joined July 2014
- Tweets 551
- Following 451
- Followers 256
- Likes 268
31 Photos and videos
Pinned Tweet
29 Oct 2024
Testimonial Tuesday-we are so delighted to receive reviews- this made our day😀
Thank you Bridie 🤩
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Informed Training retweeted
10 Sep 2025
Aberdeen, intelliflo and ZeroKey team up on adviser tech
moneymarketing.co.uk/news/ab…
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Informed Training retweeted
2 Sep 2025
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…
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Informed Training retweeted
21 Aug 2025
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…
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Informed Training retweeted
15 Jul 2025
Sesame Bankhall Group appoints M&A director to lead IFA exit consulting service
moneymarketing.co.uk/news/se…
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15 Jul 2025
Astonishing statistics here from @intelliflo-Only 1% 😮
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15 Jul 2025
🚨 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
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11 Jul 2025
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…
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Informed Training retweeted
23 Jun 2025
Transact integrates with Intelliflo to streamline adviser workflows
moneymarketing.co.uk/news/tr…
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Informed Training retweeted
17 Jun 2025
🌍 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
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Informed Training retweeted
17 Jun 2025
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…
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Informed Training retweeted
1 Apr 2025
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…
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Informed Training retweeted
31 Mar 2025
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…
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Informed Training retweeted
18 Mar 2025
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
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Informed Training retweeted
11 Mar 2025
✍️ 'Latvia, Estonia and Lithuania are the Nato front line' | Writes Brendan Simms
Read the full column here 👇
telegraph.co.uk/news/2025/03…
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Informed Training retweeted
14 Feb 2025
🌧️ Freezing rain may hit Britain over the weekend as the current cold snap continues
telegraph.co.uk/news/2025/02…
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11 Feb 2025
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…
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Informed Training retweeted
26 Jan 2025
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 👇
21 Jan 2025
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
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21 Jan 2025
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
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Informed Training retweeted
20 Dec 2024
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🙏
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31 Dec 2024
Sending before the madness begins.
Our Jacquiie Lawson card is below.
Hope you enjoy. 🥳🥂🍾🤗
bit.ly/3VXws92
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20 Dec 2024
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
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