Legal & General is launching a software system which will allow advisers to sell several products for only one plan charge. Available on compact disk, Protection Choices will enable advisers to offer a range of different products on one application form, with no duplication of personal details. L&G mortgage and protection director Richard Verdin says: “Protection Choices builds on our reputation by delivering a high degree of initial and ongoing flexibility with even keener pricing, and a software tool that will allow advisers to compete more effectively in a crowded market place.”
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German IFA spots them early in UK
A German high-tech IFA which spots future wealthy clients while they are still at college enters the UK next month. MLP consultants combine personal and online advice. It will initially have a branch network in the UK of 11 consultants targeting high-net-worth individuals. Its UK strategy will be similar to its German, Austrian and Dutch […]
ScotLife appoints branch manager
Scottish Life is appointing Maurice Nicholson as branch manager of its Newcastle branch. Nicholson will be responsible for developing and managing a team of IFA sales consultants and sales support staff. Nicholson spent nine years at Norwich Union, where he was also a branch manager. ScotLife head of communications Alasdair Buchanan says: “Maurice has tremendous […]
'Scrapping polarisation not a threat'
The abolition of polarisation is not a threat to IFAs, according to Misys IFA Services. Misys says IFAs will merely have to adapt to the changes to the polarisation regime as it believes consumers will still demand independent advice Announcing Misys software group's interim results, chairman Kevin Lomax said planned changes to polarisation and the […]
IF offers loan calculator
Intelligent Finance is mailing a mortgage calculator to 21,000 IFAs. It says the calculator can help IFAs show clients the benefits of switching their mortgage to the company. To alert IFAs to the mailing, it is sending a promotional postcard with the line, Do you have the Midas touch? IFAs will then get a computer […]
Global equities: Resolution for a new year?
After a volatile 2015, Peter Saacke considers the prospects for a (smooth) recovery in 2016.
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SJP plans 10-day blackout for replatforming
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
Can advisers really beat the market downturn?
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
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Tom Hegarty: Should paraplanners be Level 4 qualified?
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]