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Julian Gibbs, launched by Ann-Marie Martyn, the former chief

executive of IFA Promotion, is in my opinion by far the most useful website

service for IFAs. It is designed to help them make money.

Over the past few weeks, Martyn has met more than 400 IFAs who are

interested in starting a website or improving their existing one.

The most popular services it supplies, which IFAs can include on their

websites, are investment tools, including Morning Star&#39s Portfolio Analyser

and IMI Web, which has share-trading capability across six markets and also

has news, share prices and analysis. This service pays IFAs £50 per

client on introduction plus 3 per cent commission.

The Teather & Greenwood share-dealing and portfolio management tools are

also highly popular and IFAs obtain commission of between 7.5 and 20 per

cent of the charge made to the client.

There is also market research from WebLine, which gives comparative quotes

and application forms for term insurance and critical-illness plans, with

the usual commission paid to IFAs.

The research facilities generally save IFAs a lot of time and the

investment tools can make them a lot of money.

MyMoneyAdviser helps IFAs to develop their own individualised websites

using some or all of the above services with their own logos and company

history plus ongoing PR support. Many more services will be added shortly,

including the Transact Portfolio management platform and The Exchange&#39s

general insurance service. The Cofunds supermarket will also be available.

This brilliant service is extraordinarily good value for money and costs

only £100 a month. Every IFA should look at it.


On the sidelines

I suspect that many clients will not take waiver of premium any longer asit is now a separate contract and cannot be paid as part of the pensioncontrib-ution and must be paid from the individual&#39s bank account. This is not very convenient for members of group schemes. No doubt, some companies will not bother to […]

Britannia follows base rate cut with 5.14% fixed deal

Britannia, the UK&#39s second-biggest building society, is offering a newfixed-rate mortgage for first-time buyers and remortgages. The loan is fixed at 5.14 per cent for two years up to 75 per cent loan tovalue and at 5.34 per cent up to 95 per cent LTV. After the fixed period, the loan reverts to Britannia&#39s variable […]

Thinktank warning of pension advice vacuum

The Government has come under fire from a left-wing thinktank in a damning rep- ort which criticises stakeholder for creating an advice vacuum. The Institute of Public Policy Research, which has influenced much ofLabour policy over the last four years,has issued an interim report on its ongoing project, A New Contract for Retirement, in which […]

Test your knowledge online

Test your knowledge online with Money Marketing&#39s CPD questions.Specialist financial publisher. Taxbriefs has drawn up multiple-choice questions based on articles in thisweek&#39s issue. For further details and this week&#39s questions – see page 43.

Pensions Dashboards around the World

Steve Webb’s latest policy paper British savers risk being left in the ‘slow lane’ unless the UK Government takes a more active role in ensuring the successful delivery of a Pensions Dashboard. The report, ‘Pensions Dashboards around the World’, coincided with a major conference that was held on Monday 16 May and brought together experts […]


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