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IFAs raise concerns on 1st Software forum

Disgruntled IFAs are using 1st Software’s online forum to make complaints over its software and service.

IFAs cite problems over using new and updated software as well as the amount of time it takes 1st Software to fix certain problems on its system.

One adviser complains about the stochastic planning model on the platform while another says the software is made by programmers for programmers and that clients are incidental to this.

A 1st Software spokesperson says: “Working with 12,000 users of Adviser Office, we use forums such as regional workshops, user groups and our dedicated client extranet to monitor the views and opinions of our clients. Any issues are always discussed and resolved with clients individually and we would welcome the opportunity to discuss this further with the client in order to resolve any issues raised.”


Altmann makes last ditch appeal to Labour MPs

Pensions consultant Ros Altmann is urging Labour MPs to vote with their consciences today for the cross party amendments to the Pensions Bill that offer more help to the victims of occupational scheme collapses.Altmann says Labour MPs need to recognise the urgency of approving these proposals to ensure a fair and final resolution to the […]

Active bids to speed overseas loan decision

Active Lending Solutions has linked up with Banco Halifax Hispania to offer online agreements in principle in a bid to speed up overseas lending for brokers.Joint chief executive Mike Buckley says the new process developed with BHH means an adviser will know very quickly if a client can borrow sufficiently to buy a property abroad.The […]

Advisers hit as trail cash is slashed

Amendments to trail commission on a number of fixed interest, property, tracker and money funds have also been attacked for being included in the small print of the proposals for the combined Skandia/ Selestia platform. Renewal commission on fixed interest and property funds has been cut from 0.5 per cent to 0.35 per cent while […]

Leave us to best serve our clients

The FSA is trying everything possible to stop IFAs from trading. Its latest wheeze is to stop all commission. If it stops commission, what then? It will disadvantage the public, the vast majority of whom choose to pay advisers through commission, not least because it is easier and to their advantage to do so. It […]

Simon Fletcher

Auto-enrolment: pay attention or pay the price

By Simon Fletcher

As a chief executive officer of a business in the financial services sector, I have been dealing with the introduction of auto-enrolment for our clients for some time, but I can also speak from an employer’s point of view, having to go through the process ourselves.


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