This month’s Money Marketing Live in Manchester will once again have an arena dedicated to the future of technology in financial services.Taking place at the G-Mex centre in Manchester on October 31, the Technology Village will provide financial advisers with an insight into the latest products and services available. In the seminar programme, Richard Goddall, sales and marketing director of software firm 1st, will look at remote working and identify how it is now possible for advisers to access all client data and records where and when they need it. Brod Whiting, head of business development at Assureweb, will discuss whether e-business and technology has delivered what it promised for advisers and if straight-through processing has finally arrived. It is important for advisers to understand the benefits of technology and this is underlined by many in the industry. 1st marketing manager Elizabeth Williams says: “Technology is designed to facilitate the advice process, from the first point of contact, through to the development of the long-term relationship with all clients. “By reducing the hours spent on compliance and administration, technology ensures that time is created to prepare and deliver the highest standards of advice. “How can any professional organisation offering financial advice afford to miss this opportunity?” Plum Software managing director Ann Dempster says: “Advisers realise that by using the right technology solutions they can improve their business processes, thereby reducing costs and enabling them to spend more time with their clients.” To find out more about the Technology Village at Money Marketing Live and how you could win a car, sponsored by RBS Intermediary Partners, visit www.moneymarketinglive.co.uk or call 020 7970 4651.
Poor old Woolwich got a good kicking this week from the Building Societies Association.
The line-up of fund managers for Skandia’s UK best ideas fund is now unveiled and it is time to see whether this galaxy of stars can shine as brightly as their awesome reputations suggest
Not long ago, many feared that the end was nigh for guaranteed-rate critical-illness insurance. However, in a dramatic turn of events, we now have very healthy provider support for this valuable product and Royal Liver is set to join this A list on October 23. This addition to its Progress product sees not only the […]
Winterthur Life is offering an upgraded version of its online adviser service which is designed to provide product and portfolio analysis. The service is added on to Winterthur’s adviser toolkit and gives advisers access to investment analysis and research of all UK unit trusts, Oeics, life and pension funds. It includes the option to scan […]
Click link to view full video Portfolio manager Aziz Hamzaogullari talks about the unique style he brings to growth investing, shares examples of companies that meet his growth criteria and explains the importance of fundamental research in a concentrated fund.
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
A majority of independent financial advisers think there should be a single rate of tax relief according to this week’s Money Marketing poll. More than 120 advisers took part in the poll with 77 in favour of a single rate of tax relief, 39 against and six undecided. Yellowtail Financial planning managing director Dennis Hall […]
The FCA has issued a warning over ‘commoditised’ defined benefit pension transfers running the risk of unsuitable advice. In a letter sent to advisers holding pension transfer permissions, the regulator reminds planners that a “key area” of its focus is on pension transfers, and that it will later this year be contacting all firms to […]
Problems look set to arise for pension schemes operating relief at source