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Marlborough Stirling offers tech aid for Sandler plans

Marlborough Stirling is to launch a software solution for advisers selling Sandler products, saying the products can be a great success if they are backed with efficient technology.

Marlborough Stirling spokesman Charlie Musson says Sandler products have a bright future but only if IFAs exploit technology solutions to streamline their operations to fit in with the basic pricing structure.

Its Amber Solution is des-igned to meet the FSA’s basic advice requirements, helping advisers sell stakeholder products effectively within the 1.5 per cent price cap.

Product manager Jim Orves says: “The solution enables low-cost, basic advice to be provided within the FSA’s rules which is a fundamental req-uirement for any company looking to sell stakeholder products within the 1.5 per cent charge cap.”


Websites fail to meet disability regulations

Hundreds of potential customers could be disadvantaged as financial services websites do not conform to the Disability Discrimination Act.Of six randomly selected home pages of life / protection providers only one met the minimum requirements for disabled persons accessibility under UK guidelines.Money Marketing used an online accessibility module created by Watchfire to test the sites. […]

Close all weather fund outperforms in first year

Close Private Banks all weather fund launches its first anniversary campaign, offering reduced risk with the potential for equity-like returns.The fund is essentially a multi-manager vehicle investing in four asset classes: property, equities, fixed interest and alternative investment structures. The all weather fund is neutral approach to asset allocation and strives to keep the four […]

UK policy: Kate Moss and short-termism

“Nothing tastes as good as skinny feels,” said supermodel Kate Moss, who is not often credited for her insights into policy making. Perhaps she should be. In politics, as in matters of diet, the course of action that is the best over the long term is often not the most desirable course of action in the short term. Add the instant gratification of the democratic electoral cycle and, instead of good policy making, you sometimes get the equivalent to a midnight binge in front of the fridge.

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The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.


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