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CGE&Y urges Sofa delegates to integrate face to face advice with telephone and internet

To meet consumer demand for financial advice in the “1 per cent world” IFAs must rethink their current processes according to Cap Gemini Ernst & Young.

Speaking at this week&#39s Sofa conference in Birmingham the management consultancy&#39s head of insurance sector Shaun Crawford claimed the need for advice is growing but reliance by IFAs on offering face to face is no longer viable in a low cost environment.

He says providers should help IFAs develop technology to integrate face to face with telephone and internet advice.

Crawford said: “Proactive support by providers will help improve distributor productivity.”


Jupiter says Isa season is in doubt

Jupiter&#39s investment trust chief has warned that this year&#39s Isa season may not happen and could be written off by fund managers unless conditions change dramatically for consumers.Speaking at the Money Marketing IFA UK Conference in London last week, head of investment trust business Andrew Watkins said he did not think there would be an […]

Independent view

November marked something of an ending for me. With the FSA assuming its full powers at the end of last month, my job as PIA board director to all intents and purposes has finished. So it is time to indulge in nostalgia and reminiscences.It is over 20 years since I first became an IFA. The […]

ABI looking to change definition of heart attacks

A broader definition of heart attacks may lead to more people being accepted for critical illness cover under new proposals from the ABI. The trade body is consulting its members to see if they want to expand the definition of cardiac arrest to take account of new tests being used by the medical profession. If […]

Laundering waste is an indictment of regulation

The correspondence we are starting to receive from product providers regarding the money-laundering regulations under the FSA is a further indictment of:The failure of financial regulation to date.The danger of non-practitioners making regulations.The weakness and failure of the regulated to stand up to the regulators and use that simple word: “Why?” The answer that it […]


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