View more on these topics

1st – The Exchange launches annuity service for mobile phones

1st – The Exchange has launched a service enabling IFAs to access annuity quotes on their mobile phones.

The new facility allows Exweb users to carry out comparative annuity
quotations on their mobile device, providing it has internet access.

Once the quote has been obtained remotely, office-based staff will then gather the client’s details and produce necessary documentation.

1st – The Exchange managing director David Child says: “Now that advisers can get annuity quotes direct from their mobile, leads that may previously have been lost can now be easily converted and business completed that much quicker.”

Recommended

IFA Life launches adviser mentoring forum

Social networking site IFA Life has launched a new mentoring forum to harness interest from less-experienced IFAs who want to develop their career in financial services.

MPs say housing help isn’t enough

MPs have attacked the Government for failing to do enough to help the housing and mortgage markets. The communities and local government committee found measures to stimulate housebuilding and market activity, such as the asset-backed security guarantee scheme, were not working.

Boosting our annuity strategies

Targeting annuity purchase in lifestyle strategies isn’t anything new but we’ve just lifted the bonnet and injected an enhancement shot into the end-point of these solutions. The recent volatility has shot short-term volatility into equity markets and painted a very turbulent backdrop but we’re also equally faced with a stressed fixed interest environment. This can […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment