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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2018 in review: The year in pensions
New DB transfer rules, Sipp legal cases and CDCs are the big pensions news this year says Michael Klimes
Phil Wickenden: Make 2019 all about client experience
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
Trade bodies urge trustees to hold investment consultants to account on ESG issues
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]
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