View more on these topics

2plan launches client portal

2plan Wealth Management has launched a new client portal.

The portal, Horizon, provides online access to personal policy details and valuations direct from product providers.

the service is available to all 2plan’s member clients who choose an ongoing fee-based premium service.

2plan chief executive Chris Smallwood says the portal will enhance communication between adviser and client, and will act as a client retention tool.

He adds: “Whilst many firms use websites simply as a cheap way of servicing lower-revenue clients, the Horizon portal service is aimed at giving added service to high-net worth clients as an integral part of their ongoing service agreement. This not only enhances the communication exchange between advisers and their clients but also provides a powerful client-retention tool – complementing the overall advice process”.


Banks are committed to repaying the taxpayer

The chairman of the British Bankers’ Association, Angela Knight, today told Treasury minister Lord Myners that banks are committed to repaying taxpayers for their support during the financial crisis.

Mothers missing out on millions

By Steve Webb, director of policy and external communications The ninth Royal London Policy Paper discusses how thousands of mothers are missing out on state pension rights when they don’t have to Earlier this month we published the ninth Royal London Policy Paper, entitled ‘Mothers Missing out on Millions’. It focuses on the thousands of mothers […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm