Fairs IFA Software has signed a partnership with online pension calculation provider Selectapension.The deal aims to provide advisers with a full set of retirement planning calculation tools from within the Fairs IFA Manager product. Fairs says it is the first back-office IFA product to offer extensive retirement planning calculations. It says the Selectapension tool allows advisers to perform all major pension calculations in preparation for A-Day, including checking annuity levels, monitoring lifetime allowance limits and comparing plans and growth rates between pension providers. The partnership was launched at the Money Marketing Live event at the G-Mex Manchester this week. Fairs managing director Gary Sawyer says: “Selectapension does the maths while Fairs deals with the admin and compliance. The integration delivers quick and high-level client service and eradicates the risk of manual data entry errors.” Selectapension managing director Andy McCabe says: “This makes it possible for advisers to cover every angle of their clients’ retirement needs.”
Offset mortgage business is growing but there is uncertainty among many people in the industry over who these products are suitable for.
Advisers at Co-op Insurance Agency have voted 2-1 to strike over employment contracts which they say could lead to pay cuts of up to 30 per cent.
One of the key roles of financial planners – if not their only role – is to enable their clients to move as close as possible to a position of financial security as quickly as possible. For those of their clients who are already financially secure, the financial planner’s role is to help them stay in that position.
One of the most important parts of the e-Excellence process is the capacity for product providers to have their services re-rated when they release enhancements. With the various surveys being carried out throughout the year, clearly, the timing of our studies will not always coincide with the release of new services and upgrades by insurers. […]
By James Dowey, chief economist & CIO at Neptune WHATEVER HAPPENED TO THE GOOD OLD DAYS OF CHUGGING ALONG AT 3 PER CENT A YEAR? That was the average rate of real economic growth in the advanced world from the end of the Second World War until the late 2000s. Despite all of the recessions and social changes […]
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