View more on these topics

Capita rethinks Client Care

Capita Financial Software has launched a new version of its client relationship management system, Client Care Desktop.

The updated version of the programme includes contract enquiry support of the Standard Life wrap and extended fund asset allocation data provided by Financial Express.

The firm says many new features are responses to user requests to address changing needs of businesses and clients.

Product director William Watling says: “With the backdrop of the RDR, many advisers are assessing the suitability of their systems. We feel this will provide advisers with a stable and intuitive system to help them prepare for the RDR.”

Finance and Technology Research centre managing director Ian McKenna says: “Client Management Systems should be at the heart of any well run adviser business.”


IMA shelves alphabet soup plans as it extends feedback

Fund companies have welcomed the Investment Management Association’s decision to delay the implementation of its new managed sector definitions following an industry outcry. The IMA has pushed back the deadline from July 1 to October 1, after members called for more time to respond to the proposals. Members were initially expected to give feedback to […]


Former Edward Jones adviser denies client solicitation

Former EJ adviser Stuart Hutton denied soliciting clients to move across to Raymond James in the aftermath of Towry’s acquisition of Edward Jones. The former EJ adviser now with Raymond James, was being cross examined at the High Court yesterday by the claimant’s in the case where Towry is seeking £6m damages from Raymond James […]


Bank action left FOS with £7m deficit

The Financial Ombudsman Service was landed with a deficit of £7.6m due to high-street banks’ failure to co-operate on payment protection insurance complaints. Unaudited figures reveal that for the year to March 31 the FOS had a £7.6m deficit, nearly four times as much as the £2m deficit that had been budgeted. In an interview […]

Government to reject Euro court gender test case pleas

The Government is preparing to snub calls to bring a European Court of Justice test case about how to equalise male and female guaranteed minimum pension payments due to concerns over cost. The Association of Consulting Actuaries chairman Stuart Southall is warning that forcing pension schemes to equalise their GMP payments will cost employers £10bn. […]


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