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Exchange announces roadshows

The Exchange has announced a number of roadshows aimed at showing existing subscribers how they can maximise the value of its service.
The events will take place in Southampton, Chelmsford, Manchester, Cheltenham, Newcastle on Tyne and Bristol in February and March.
They will last two and a half hours with delegates having the opportunity to share business practises, see the benefits of remodelling processes to support electronic trading and learn about the additional support available from the portal.
The Exchange managing director David Child says: Leading IFA firms are already aware of the tangible benefits of e-business. The Exchange is committed to helping IFAs learn more about the benefits technology can deliver to their businesses including streamlining and speeding up the sales process, reducing admin costs and improving the service offer to consumers.


Levy stress

Last week, I found myself writing an article for the Sunday Herald, in Scotland, about the Financial Services Compensation Scheme.

NU gives pledge after payouts plummet

Norwich Union is introducing a protected guarantee for new investors in its with-profits fund in a bid to revive public confidence in the asset class. Some advisers, while welcoming the news, say it comes too late for existing policyhol- der who were hit with further bad news in last week’s bonus announcements. NU revealed that […]

Deutsche names lending arm

Deutsche Bank has announced its mortgage lending arm to launch later this year will be called db mortgages (Deutsche are using lower case). It also confirmed the quartet poached from The Mortgage Business, headed by Bill Dudgeon, are now in place. The lender will offer sub prime, buy to let and self certification mortgages.

IFA accuses Bupa in critical claim clash

A Sheffield IFA has accused Bupa of using delaying tactics over a critical-illness claim by demanding that exceptional conditions were met. Mint Financial adviser Richard Blackshaw submitted a 119,000 cancer-related claim which took Bupa three months to settle after the ins- urer repeatedly challenged the medical evidence put forward. The IFA says Bupa verbally rejected […]


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