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IFAs wanted for focus groups on e-commerce

Origo and Sofa are teaming up to ask IFAs to voice demands about how

the industry can improve business processes between IFAs and


They want input from IFAs on what services should be developed in the

future and what can be done to make the most of electronic options

already available.

They are looking for IFAs to take part in focus groups which will be

chaired by Syndaxi Financial Planning principal and former Sofa

chairman Robert Reid. The first two will be held on May 14 in

Birmingham and May 27 in London. IFAs wanting to take part should

contact Origo at

Origo wants to find out why IFAs are not using technology solutions

currently available. It says a large number of IFAs are spending time

being frustrated while telephoning life offices and waiting on hold

for valuations which are available online.

Origo chief executive Paul Pettitt says: “We want to understand what

is preventing the IFA committing fully to e-commerce. Is it because

they simply do not know what is currently available or is it because

not all providers offer the same level of service?”


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Type: Mortgage payment protection insurance Maximum benefit: £1,500 or 125% of monthly mortgage repayment, whichever is lower Benefit payment term: 12 months Deferred period: 30 days Premium: £3.25 per £100 for unemployment cover, £3.25 per £100 for accident and sickness cover, £4.95 per £100 for accident, sickness and unemployment cover Commission: Initial 25 -35% Tel: […]

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The Treasury is to take more control of retail financial servicespolicy after a reorganisation of Government departmentalresponsibility following the departure of senior civil servant PaulaDiggle from the Inland Revenue.Since Diggle&#39s secondment to the Revenue in 2001, responsibility forpolicy making in the industry has been divided, with Diggle retainingan active role.Now that she has left, industry […]


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