Distribution Technology has won the contract to provide the point of sale software used by Lloyds TSB Private Banking advisers in their consultations with high-net-worth clients.
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The Big V turn… and the big U-turn
Virgin got 2006 off to a controversial start by launching its Big V cancer-only cover administered by Scottish Widows which brought widespread criticism from the protection industry although a few commentators welcomed the innovation.Aegon Scottish Equitable was one of the first providers to announce it would be launching a simple pension term assurance product after […]
Consolidation in search of the holy grail
Consolidation was the keyword in the technology provider marketplace, with Capita acquiring Webline only moments before it was announced that main rival Vertex was buying 1st.The knitting together of these organisations is a bid to achieve the holy grail of true “straight-through-processing”.Both Vertex and Capita are still looking to plug the mortgage-sourcing system hole in […]
Risk management
Some of the real risks faced by pension members could fall between the cracks in the latest review.
Vintage year for wine investment
Fine wine investment group Premier Cru has seen business from advisers increase fivefold since A-Day and intermediary sales now make up half of its inflows.Much of the interest has come from Sipp investors despite the Treasury removing tax relief on wine in pensions.Sales director Gavin Saffer says he expects adviser-based inflows to increase as they […]
Bonds in 2017: Stick or twist?
Royal London Asset Management Bond Fund Managers Paola Binns and Craig Inches look at why short duration could be a key tactic for fixed income investors during 2017. Read the full article here The value of investments and the income from them is not guaranteed and may go down as well as up and investors […]
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Phil Wickenden: IHT engagement has room to improve
Self-evidently, inheritance tax and estate planning becomes more important and relevant the older clients get. But importance and relevance don’t simply auto-translate into interest and action. Even at older ages (as is the case for simple will planning) and among the wealthiest (and, in theory, most “relevant”) brackets, estate planning is something that clients will, […]
Pension transfer time data published for first time
Pensions technology firm Origo has committed to publishing transfer times on a quarterly basis to help consumers and improve the transfer process. The data shows the average transfer time of each member when ceding money out of their pensions in the last 12 months. It tracks the time frame between the transfer request on the […]
CISI expands global education programme
The Chartered Institute for Securities and Investments has signed a renewed deal with Paris-based global finance trade association, The ACI – The Financial Markets Institution. The deal with ACIFMA will see the CISI collaborate on a range of financial education tools to global markets using mutual networks. ACIFMA has associations in 61 countries including European […]
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