FinanceCube has introduced an online portfolio management service in the UK that it says will shield advisers’ business from the growing threat of the internet.Former Quay Software head of marketing Philip Calvert has been appointed as sales director to lead the launch, which incorporates a web-based software platform using Microsoft. net technology. The platform will be multi-currency and multi-language and will allow total transparency between adviser and client, with both able to access the fact-find, portfolio, policies, valuation and insurance coverage. The pay-as-you-go basis allows advisers to offer different charging structures depending on the client’s needs. Advisers can white-label the software to display their own firm’s branding. Calvert says: “FinanceCube is the most exciting technology development for IFAs in a long time. Quite apart from the platform itself, there is very real demand from IFAs for the high quality technology training and development which we intend to provide.” “It is simply not an option for advisers to ignore the potential of the internet.”
Andy Milburn is quite right to comment that clients should be careful not to be placed in a worse position when replacing existing term cover with an alternative tax-relieved solution. This should never be the case with the Lutine replacement cover for term insurance. First, we have a Lutine guide for our “partner IFAs” and […]
Fidelity is hosting its annual investment forum at seven venues across the country from September 25-29. Speakers will include Anthony Bolton, Jorma Korhonen and Tim McCarron at venues including Edinburgh to Southampton. FundsNetwork will hold IHT and estate planning workshops before each forum.
Type: Capital-protected bondAim: Growth linked to the performance of the FTSE 100 indexMinimum-maximum investment: 5,000-no maximum, Isa 4,000-7,000Term: Six yearsReturn: 125% of the growth in the index at the end of the termGuarantee: Original capital returned in full regardless of the performance of the indexClosing date: August 25, 2006, August 11, 2006 for Pep/Isa transfersCommission: […]
The Swiss Re Group is a major reinsurer in the group risk market in the UK. As such, their Group Watch 2015 report is a useful indicator as to the current state of play in the area of employer sponsored group life, group income protection, and group critical illness markets.
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