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LIA net service helps public find advisers

The Life Assurance Association is launching a new service to enable members of the public to track down LIA members.

The web-based service, www.find-an-adviser.co.uk aims to help consumers find LIA members in their local area, including FPC qualified employees at building societies, banks and life offices.

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[Technology] Synaptic&#39s system

The product research tools from Synaptic Systems have been developed by professional IFAs. They are in use by 7,500 IFAs, including directly registered firms, national chains and networks. The products are endorsed by the Institute of Financial Planning and by four of the leading compliance firms. We believe Synaptic&#39s products differ from our competitors in […]

Rulebook breaches cost NatWest £750k

NatWest Bank has been fined a total of £750,000 by industry regulators the PIA and Imro for rulebook breaches. The bank must also pay £2.35m in compensation to about 4,500 investors for failing to give agreed discounts. The PIA fined NatWest £500,000 for compliance failings which were discovered during monitoring visits in 1997, including a […]

Quartet boosts My Money Adviser

IFA website service provider My Money Adviser has app ointed four new senior team members as part of its development plans. Former IFA Promotion business development manager Andrew Robertson bec omes area sales consultant for Scotland. Sue Robertshaw is joining as regional sales consultant for the North, joining from financial services software provider Policy Master […]

Liverpool Victoria award winner

Liverpool Victoria Friendly Society has won three awards, two at the Royal Mail People’s Choice Awards 2000 and one at the 10th British Design Association Design Effectiveness Awards. Both Royal Mail awards were for Liverpool Victoria’s Tangerine credit card direct mail pack. It won the credit card category and the best product accross all areas […]

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Auto-enrolment — don’t leave it too late…

With auto-enrolment (AE) well under way for the UK’s largest businesses, over the next three years an additional 800,000 smaller employers (with less than 60 employees) will start their journey to comply with the legislation. AE mandates all eligible employees and their respective employers to make regular pension contributions into a qualifying pension scheme. To learn more about the legislation read our brief Jelf AEase — simple steps to AE compliance guide.

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