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IFAs with websites up to 80 per cent

The number of IFAs with websites has increased to 80 per cent in 2001 from 56 per cent in 2000, according to a survey of 200 IFAs carried out by The Exchange.

Tailor-made websites are becoming particularly popular, with 46 per cent of IFAs having a bespoke site in 2001, up from 14 per cent in 2000.

IFAs have increased their use of technology in other areas, with 90 per cent now having a back office system, compared with 65 per cent in 2000.


My Multifundshop available on Synaptic website

Synaptic Systems is incorporating Skandia&#39s My Multifundshop into its IFA website building service.IFAs with existing Synaptic websites can get My Multifundshop integrated free of charge. IFAs can adapt the fund supermarket to offer recommended portfolios and fund lists.Skandia IT director Tim Mann says: “We strongly believe that all IFAs should have the opportunity to create […]

PIA expels default IFA firm

The PIA has expelled the IFA R.A. Austin Life and Pensions formerly located at Portland House, 11-13 Station Road, Kettering, Northants because it no longer meets the regulator&#39s financial resources requirements.The firm is no longer authorised to conduct investment business after it was placed into Creditors Voluntary Liquidation on July 24, 2000. Following that, investors […]

Skandia supermart links with Synaptic

Skandia is linking up with Synaptic Systems to incorporate its fund supermarket in Synaptic&#39s IFA website-building service. Synaptic&#39s service lets IFAs set up their business on the web with transactional capabilities. IFAs can integrate Skandia&#39s My Multifundshop into their existing sites free of charge. Using the supermarket, IFAs can choose between MultIsa, MultiPep, Multi-Fund or […]

Hanging on the phone with no help from NU

How right of Beatrice Dixon to refer to the level of service now provided by Norwich Union. A recent investment bond application submitted on August 30 was finally received this week after two previous schedules had been sent with the wrongly spelt surname. A further bond application sent to NU September 3 resulted in the […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


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