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Allied Dunbar launches IFA software

Allied Dunbar franchisees will be able to underwrite customers for protection policies at the point of sale when it launches new laptop-compatible software later this summer.

Allied Dunbar claims the system ensures all the customer&#39s needs are correctly identified and that an adviser cannot overlook an area of need or offer an incorrect product. The system includes a full client management programme that develops a contact schedule for each customer which prompts the adviser to respond to key events.

Zurich Financial Services UK life business chief executive Ray Greenshields says: “The new software complements and strengthens, rather than replaces, face to face discussion.”


Companies unaware of cost of group income protection

Most companies recognise the benefits of income protection yet still do not buy it, according to research by Norwich Union Healthcare.The research shows 70 per cent of companies see how group income protection can facilitate staff recruitment and retention, but think they don&#39t need it or it&#39s too expensive, while 59 per cent of firms […]

Sipps and mortar

I was very surprised to see the statement that only three full Sipps offerthe facility for a mortgage to be taken out under a Sipp for investment incommercial property in the Financial Product Reference in the May 24edition of Money Marketing. Certainly, our own Sipp – the Wolanski & Co personal pension plan – offersthis […]

Aifa to tell new minister how IFAs work

Aifa is drafting a paper to send to the new minister who will take chargeof financial services to ensure they understand the role of IFAs in meetingtheir key policy objectives. Speaking at PIMS on board the Oriana, Aifa director general Paul Smee toldMoney Marketing about the importance of making sure the minister is clearfrom day […]

Product matters

The explosion of internet-based sales and servicing is resulting insurfing becoming a regular daily activity. Trading online for shares, unittrusts and now Isas is commonplace. It is not until recently that protection, the type of business that cantake weeks to process, has made its way on to the web. Two companies offering this approach in […]

Scheme pays explained

By Fiona Hanrahan, senior product insight and technical support analyst We’ve received lots of queries on scheme pays and when it can be used. This article explains how it works and the conditions which apply. What is ‘scheme pays’? If an individual exceeds the annual allowance (AA) and an AA tax charge is due, they […]


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