Category Archives: Press Release

Communication platform Legado extends reach across UK financial services sector

FTSE 250-listed Quilter is one of the UK’s largest investment services providers overseeing £111.6 billion in customer investments (as at 31 March 2024). Legado has also continued to roll out is product across FNZ’s global wealth management platform Recent research commissioned by Legado and FNZ found that 88 per cent of advisers said they faced challenges [...]

Research Reveals it’s Time to Redefine Communications within the Wealth Industry

20 June 2024, London: New adviser research released by Legado and FNZ, conducted by the lang cat, reveals that an exciting opportunity exists to redefine the client communication landscape among financial advisers and providers. The report, which surveyed and interviewed over 160 adviser firms, found that the vast majority (88%) of UK financial advisers believe […]

Announcing Our Latest Research: The Private Client Experience Legal Report 2024

We are excited to share key highlights from our recent report, revealing transformative insights into the client and solicitor experience within the private client legal sector: Access the free report today Who This Affects and Why It’s Valuable This report is crucial for legal professionals, technology providers in the legal sector, and clients seeking legal […]

We’re ISO 27001 certified!

We’re pleased to announce that we have been ISO 27001 certified since 2022, an important and impressive achievement for all at Legado. The ISO 27001 standard is the most recognised international standard for information security. Certification is awarded to organisations that have adopted a management system that helps to ensure that information security controls continue […]

Data-as-a-service platform specialist Legado acquires Consumer and B2B Bill Management technology from WonderBill

August 08, 2022 EDINBURGH, Scotland- Open document and data platform specialist Legado has acquired the consumer and B2B bill management technology from WonderBill. Launched in 2016, London-based WonderBill allowed consumers to manage all their household bills and subscriptions. The company was backed by Shell Ventures, Shell’s corporate venture capital arm. Legado plans to repurpose WonderBill’s technology to […]

Legado Launches Brand New Website

Edinburgh – April 5th, 2022 – Today, Legado announced the relaunch of its company website, The new and reimagined website seeks to align with its ever-evolving product range and feature set.  “We created in 2018 as a window into the offerings of Legado’s products and various use-cases for B2C and B2B clients. Our […]

Legado appoints Colin McKay as its Chief Commercial Officer

Edinburgh-based digital vault and life planning company Legado gears up for growth with this latest c-suite appointment. EDINBURGH – January 4, 2022 – Today Legado announced the appointment of Colin McKay as its inaugural Chief Commercial Officer as the company looks to build on its success and growth in 2020.  Colin McKay has over twenty-five years of experience in senior roles in the domestic and international banking markets, the majority of which time he spent as a […]

Legado has become an accredited Living Wage employer

Today, Legado has become an accredited Living Wage employer. The Living Wage commitment will see everyone working at Legado receive above a minimum hourly wage of £9.90. This rate is significantly higher than the government minimum for over 23s, which currently stands at £8.91 per hour, but is set to increase to £9.50 from April 2022 […]

Legado Releases Next Generation Digital End-of-Life Planning Tools

Legado Releases Next Generation Digital End-of-Life Planning Tools Legado has released new end-of-life guidance tools to its web-based platform: Created with advice from later life charities, hospices and end-of-life planning professionals; Available for free to charities; assists with legacy giving and income generation; Features include sharing after death and customisable guided journeys.   Legado, the […]

NFP partners with fintech firm Legado to drive innovation in corporate benefit & wealth management business

NFP, a market leader in corporate benefits, wealth management and commercial insurance, has partnered with Legado, a fintech firm focussed on providing a digital life planning platform to help consumers prepare for key life moments, to digitise the life planning process for NFP clients. Legado’s suite of tools enables the organisation, storage and sharing of […]