View more on these topics

IFAs get a line on The Exchange

The Exchange is offering IFAs free ISDN installation and WAP mobile phone


handsets in a move it says will speed up its quotation service. The company


says the ISDN connections will give intermediaries faster access to product


quotations, business services and financial strength research through its


Exweb service.


The offer is running alongside The Exchange&#39s WAP launch to consumers


which will give access to its Moneyextra.com personal finance service. A


range of Moneyextra.com services can now be accessed through web-enabled


mobile phones.


Consumer and IFA users can access personalised financial portfolio


summaries, share-price updates and the website&#39s homepage property search


facility.


PR manager Charlie Musson says: “We are developing plans to offer the full


range of business to business services via WAP-enabled mobiles.”

Recommended

Alliance poaches new boss from Lloyds TSB

Alliance and Leicester announces it has successfully ended their search for a new leader with the appointment of Peter McNamara of Lloyds TSB.He will be the bank&#39s group managing director from June. Since 1996, he has held the title of managing director of personal banking at Lloyds.John Windeler will remain on the team as executive […]

IFAs caught in the mortgage Cat trap

Intermediaries and lenders believe finalised plans for Cat-markedmortgages have muddied the already murky waters surrounding the role thatIFAs will play in the benchmarked market.Legal & General marketing manager housing market Richard Verdin says: “Igenuinely do not think that IFAs have differential earnings on their mindwhen they are advising on a particular product over another but […]

NU offers range of flexible mortgages

Norwich Union has set up a range of flexible mortgages to replace itsresidential mortgage products.The new loans include three flexible mortgages with varying discountoptions and a value tracker, which Nor wich Union says offers low interestrates and complete transparency.There are no lock-ins or tie-ins and all mortgages under £500,000 are fee-free.Mortgage business development manager Ewan […]

Providers fear Govt pension statement will confuse public

Pension providers are voicing concerns that the Government&#39s CombinedPension Statement may confuse the public about their pension entitlement.They fear the statement, which provides pension planholders with estimatesfor their retirement income by combining details of private pensions andstate benefits, could lead to people expecting more income than they willget.Each provider is expected to provide customers with […]

Tax year-end planning with the family

From the Technical team at Prudential Let’s face it, many aspects of financial planning involve a lot of technical detail. At our face-to-face events, we’ve had great success bringing these technical topics to life through the use of practical case studies. Meet the family Prudential’s Planning Matters hub brings together a fictional family and explores […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment