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1st Software and TMO in info exchange partnership

1st Software and The Mortgage Operation have announced a partnership that will allow 1st Software&#39s Adviser Office system 8,500 users to exchange information with TMO&#39s 2000 advisers. Information exchange between the two systems will reduce the need to re-key data.

Nick Berry, head of mortgages at 1st Software, underlines the importance of time saving measures, saying that &#39advisers need to be able to re-use captured client information repeatedly, to save time and money when providing mortgage advice.&#39 Mark Charlesworth, MD of TMO, backs him up, saying that &#39system integration is the way forward for the broker community.&#39


Davis heads Govt pension taskforce

The man who kept Prudential out of the range of PIA pension misselling censure has been appointed head of the Government&#39s employer pensions taskforce.Sir Peter Davis, who is now chief executive with supermarket chain J Sainsbury, has been named as the chairman of the Department for Work and Pensions&#39 taskforce proposed in the Pension Green […]

Smee voted top personality

Aifa director general Paul Smee proved he has won the respect of the IFA community as he was named Industry Personality of the Year at last week&#39s prestigious Money Marketing Awards.Smee edged out life insurance analyst Ned Cazalet, Aegon&#39s Stewart Ritchie, Scottish Life&#39s Steve Bee and Ron Sandler to win the award, voted for by […]

&#39Govt has miscalculated pension limit&#39

Shadow secretary of state for work and pension David Willetts is claiming the Treasury has miscalculated the £1.4m pensions lifetime limit and that it is a stealth tax. In a letter to Chancellor Gordon Brown he says a limit of £1.73m would be necessary to match the present earnings limit.

Outside Edge

Imagine if you had been the IFA who advised a deferred pensioner in the Allied Steel and Wire Pension Scheme to transfer out to a private arrangement shortly before the sponsoring employer of that scheme went into liquidation. I suspect you would be considered something of a hero by that particular customer. How many more […]


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