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Exchange adds NU to valuation service

The Exchange has signed up a fifth provider, Norwich Union, to its online policy valuation service which is available through back-office package Exweb Gold.

Advisers will be able to access real-time aggregated policy valuations for pensions and bonds via Exweb Gold, which links into the Exchange’s Exweb research, quote and transaction portal.

Norwich Union joins Legal & General, Friends Provident, Prudential and Standard Life, which are already on the service. The Exchange expects to add Scottish Widows, Axa, Scottish Equitable and Skandia this year.

The Exchange managing director David Child says: “Further providers are due to join the service and as this number grows, so do the efficiency and cost-saving benefits that Exweb Gold can deliver.”


Shareholder loses fight over Murray VCTs

Shareholder Charles Clark has failed to replace the directors of Murray VCTs 1 to 3 after a three-month campaign backed by Aberdeen. Clark gained 22 per cent of votes at an EGM held by Murray VCT 2 on Monday to remove the four existing directors and replace them with his proposed directors, and 28 per […]

Whittaker becomes joint CIO at New Star

New Star Asset Manage- ment has promoted UK growth fund manager Stephen Whittaker to the role of joint chief investment officer, serving alongside Alan Miller. Whittaker will continue to manage the UK growth fund, which he took over from Miller in July 2002.

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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