The Exchange has completed its billionth quotation on behalf of the 24,000 advisers using its service since 1991.September saw a record number of online new business applications of 17,500 , while the quarterly new business submission figure increased 53 per cent since quarter three 2005.The Exchange attributes its progress to new product features being added […]
Cheltenham & Gloucester is relaunching its intermediary website this week. The revamped website will include an affordability calculator, which will enable brokers to get a decision on how much C&G will lend their client without leaving a footprint on their credit record. C&G has also added a news alert service to keep intermediaries abreast of […]
Out there lies a warm ocean of desert islands, sun, sand and palm trees, where individuals can choose how and when to tax-efficiently access their pension fund and realise the retirement dreams they have worked so hard for.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]