We’ve talked a lot recently about wealth management being on the brink of a technological tipping point. You may have even downloaded our paper on the subject. Last week we held an event to explore this topic in more depth. It featured some standout speakers – including Tara Saran Mullen, director of Kraken (the tech arm of Octopus Energy); Doug Abbott head of UK client group at Vanguard; Ruth Handcock, CEO of Octopus Money and Tom Lloyd, PhD, Strategic Adviser at Accenture. Together, they provided a wealth of valuable insight to help you navigate this period of transformation. And luckily, we filmed it. So, if you want to hear their thoughts and get the full, digital, on-demand experience, head over to our event page where you can also download the paper https://hubs.ly/Q02Rfdyf0
Seccl
Financial Services
Bath, England 9,541 followers
The embedded investment platform
About us
Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well. Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers. We started afresh, with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure, which supports firms at the forefront of our changing industry. Working around a principle of collaborative innovation, our technology and operations power the investment platforms of some of the UK’s most forward-thinking financial planning and wealth management firms, including P1 and Radiant. They also help ambitious, fast-growth technology businesses – such as GoHenry, Penfold and Crowdcube – to launch and maintain their investment propositions more quickly and affordably than ever before. A regulated custodian and ISA/SIPP provider, we have the disruptive mindset and ambitious mission to shake things up, along with the commitment and substance to not screw them up. We’re proud to be part of Octopus, the £12.5 billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Ventures.
- Website
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https://seccl.tech
External link for Seccl
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Bath, England
- Type
- Public Company
- Founded
- 2016
Locations
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Primary
20 Manvers Street
Bath, England BA1 1JW, GB
Employees at Seccl
Updates
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Huge congratulations to our friends P1 Investment Services for winning the Leading Innovation Award at the Schroders UK Platform Awards last night… From lombard lending to Invest Pilot, the team have been continuously spinning out tools and services that make life easier for advisers. In other words, thoroughly deserved! And congratulations, too, to Timeline who were recognised in the Leading Retirement Proposition category. It was great to celebrate with you all 🎉 James Priday Craig White Alix Day Jonathan Richards Harry Webster Victoria Robertson Adrian Margrie BA (Hons), ACSI, DipPFS Ryan Tumulty Adam Prestwood Dean Rawlings Shaun Drew Abraham Okusanya Kate Phillips Hana Dickinson MCIM MCIPR Thomas Hogg
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We’re in an industry where innovation is traditionally slow and disruption difficult. At Seccl, we wanted to do things differently. So, to be shortlisted in tonight's Schroders UK Platform Awards for innovation means a lot (alongside our friends P1 Investment Services and Timeline!) We’re shortlisted in the Best Strategic Platform Partner category, too. A big thank you to all the Secclers who make this possible, every day. Best of luck to all the nominees and we'll see you there! #SUKPA
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The fundamentals of our sector are about to be transformed. "You would say that", you might think. "In fact, you’ve been saying it for a while. Why should we believe you now?" Well, change has a habit of creeping up on us. As Hemingway’s character responded when asked how he went bankrupt: ‘Two ways. Gradually, then suddenly.’ That’s the case we put forward in our new paper. In it, we set out our key predictions for this new era – and explore what it might mean for you. As with all predictions, we’re bound to be wrong about plenty. But about one thing we’re pretty sure. Things are going to look very, very different quite soon... Take a read – we'd love to know what you think! https://lnkd.in/eMVE4bwc (Featuring... David Ferguson and Adam Jones from Seccl, Ruth Handcock from Octopus Money, Abraham Okusanya from Timeline, Gareth Thompson from Plannr Technologies Limited, Nick Raine from Söderberg & Partners – and statistics from the lang cat, Origo, NextWealth, Accenture, Deloitte and KPMG).
Gradually, then suddenly - Seccl.tech
seccl.tech
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"I've worked in two sectors that have been disrupted. Both thought they weren't going to be. It always comes..." Salient words from Tara Mullen of Kraken, the technology arm of Octopus Energy, to round off this evening's launch event for our new paper, 'Gradually, then suddenly.' Just as the energy, automotive and retail banking sectors have seen their fair share of technology-driven disruption over the last decade, we think wealth management is on the cusp of enormous change. That's the argument we make in the paper – and the premise we've been exploring at tonight's event. A huge thanks to Accenture for hosting us, and to all of our fabulous speakers and contributors – Ruth Handcock from Octopus Money, Robyn Laidlaw and Douglas Abbott from Vanguard | UK & Europe and Accenture's very own Tom Lloyd, PhD. (Not forgetting David Ferguson and Adam Jones!) Change is happening...the tipping point has passed!
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Let's take you back to September 2019. On this day five years ago, we were acquired by Octopus – the £multi-billion group on a mission to invest in the people, ideas and industries that will change the world. Fast-forward many Seccl milestones later, and our relationship with Octopus has gone from strength to strength. If you’re interested to know what happens when an eight-legged unicorn meets a pre-market startup, then take a look at our latest blog. https://hubs.ly/Q02Pw2kP0
Marking five years of growth, expansion and disruption with Octopus - Seccl.tech
seccl.tech
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With a couple of weeks to go until our ‘Gradually, then Suddenly’ event, the countdown’s on. And not just to the event, but also to the seismic shifts set to transform our industry. Wealth management is on the brink of a technological transformation and it’s time to get onboard, before it’s too late. So, join us to hear from a stellar lineup of speakers, all ready to share the insights you need to navigate this period of collective reinvention, including: Robyn Laidlaw Head of Distribution, at Vanguard | UK & Europe who’ll delve into Vanguard’s approach to technology, as the global giant continues on its mission to offer investment simplicity to millions, at a fraction of the cost of its rivals… Ruth Handcock, CEO of Octopus Money, on the wealthtech tipping point: how technology will transform our market (as it did retail banking) Tara Saran Mullen, Director at Kraken, the technology arm of Octopus Energy exploring how Octopus Energy’s success saw old industry standards materially challenged – and what we can learn here in wealth management… Places are strictly limited but if you want to join us, there's still time to register your interest: https://hubs.ly/Q02NBb2p0
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While it’s back to school for many, at Seccl, we haven't stopped... So far we’ve seen a 125% year-on-year increase in assets and our year-to-date net inflows are up 160%, too. We’ve processed 56% more transactions than this time last year (222,000 transactions for each member of our ops team to be exact) while our tech’s received over 332 million API calls year-to-date, as we power the portfolios of 190,000 investors. We’re also super proud to be shortlisted in both the Money Marketing Awards and the Schroders UK Platform Awards, with winners to be announced later this month. Fingers crossed!
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We’ve made the final of the Money Marketing Awards where we’re up for Adviser Technology Provider of the Year! And, best of luck to Timeline and P1 Investment Services who are also shortlisted – P1 for Best Platform no less! Roll on 12 September…
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Brace yourself. Technology is about to shake up our industry for better – and for good. You might be thinking, "You’ve been saying that for a while—why now?’ Well, change has a habit of creeping up on us – gradually at first, then suddenly. Join us next month as we explore wealth management's impending tipping point in more depth... You'll hear from some standout speakers who know a thing or two about changing industries – including Tara Saran Mullen, director of Kraken (the tech arm of Octopus Energy); Robyn Laidlaw head of distribution, Europe at Vanguard; Ruth Handcock, CEO of Octopus Money; plus our very own David Ferguson. And you'll get your hands on a brand new paper that we'll be launching. Places are strictly limited, so if you’d like to join us, register your interest here: https://hubs.ly/Q02MbPnN0 A big thank you to Accenture for hosting – see you on 17 September!