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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EU regulator warns outcome-based regulation in UK could pose threat to EU
The European markets regulator has expressed concern UK finance companies could make use of loopholes between the UK and EU after Brexit, according to the Financial Times. Speaking at a conference in London, the European Securities and Markets Authority chair Steve Maijoor said this was one of the reasons Esma is seeking to directly supervise […]
Investment managers see opportunity and risk in May’s resignation
Theresa May’s announcement from earlier today that she will step down as prime minister on Friday 7 June brought a new direction to deadlocked British political scene. Yet figures from the investment management sector say her resignation does not spell the end of uncertainty, which has been holding back investment decisions. Hermes Investment Management chief […]
Tackling retirement saving among Generation X
The FCA’s Intergenerational Differences paper highlights the difficulties that people in their late 30s to early 50s face in saving for retirement. How can the industry improve their prospects? Grouping people according to age, gender, marital status and how wealthy they are is something product providers and advice firms do to tailor their services to […]
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