LEBC to boost software offering with in-house app

National advice firm LEBC will launch an app for its clients to better integrate their communications with advisers.

The app – to be named Hummingbird – is set to launch in Autumn.

Speaking to Money Marketing, LEBC director of public policy Kay Ingram says it will help clients understand valuations on their investments and communicate more closely with advisers.

Hummingbird will also store clients’ documents, link up to and offer access with clients’ banks and incorporate tools to analyse and track spending.

Ingram says: “We wanted to create a way for clients to really communicate with us and advisers and encourage people to take a more active role in managing their finances.”

The app is also set to provide access to a will writing service and basic life insurance and critical illness policies, working as an information interface with LEBC.

Ingram adds: “We will add developments as we go but there will be information about upcoming events, for example a budget, and how that might affect a client, as well as information on insurance credits, how to claim child benefits and various other situations.

“We really want to encourage an active interest in managing money well.”


woman silhouette boardroom

Liontrust appoints non-executive director

Liontrust has appointed Mandy Donald as an independent non-executive director. Subject to regulatory approval, she will join the board on 1 August and become chair of the audit and risk committee on 20 September. A trained chartered accountant, Donald spent almost two decades at EY before she turned her focus to the growth of new […]


Advice business prospects stifled by rising compliance costs

Costs involved with compliance have been identified by advisers as the catalyst for overall rising costs that make it difficult to afford to do business, according to research. A survey from Canada Life shows 81 per cent of advisers believe compliance is driving costs at their firm more than anything else. The survey also showed […]


SJP in firing line over charges again

St James’s Place has been criticised again over its charges, as new research suggests fees could erode almost half of the returns made by clients. Someone investing a typical £1m pot for 20 years could pay nearly the same amount in charges over the period, according to Candid Financial Advice, which was commissioned by the […]

Availability for clients key to adviser success

Many advisers believe their availability to spend time with clients is the primary factor in them determining the value of the service they pay for, research shows. A survey conducted by consultancy Adviser Home found more than 80 per cent of advisers ranked ‘confidence and trust that we are available when needed’ as ‘very important.’ […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers. Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and thought leadership.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com