View more on these topics

Money Portal chooses Intelliflo systems

The Money Portal has struck a deal with Intelliflo that will see its 1,200 advisers use the technology company’s Intelligent Office as their front and back-office systems.

The system is already being used by 880 advisers and will be rolled out to TMP’s other advisers in the next few months.

IO will replace TMP’s old technology infrastructure and its 25 million records will be transferred across. TMP’s plans to bring IO into Bates and Sage have been brought forward ahead of schedule.

TMP says it chose IO for its fact-find, research tools, suitability letters, client management, workflow, compliance, risk-based file checking and commission management.

TMP chief operating officer Andrew Firth says: “We need a scaleable, flexible system that can grow with us as we grow our business.

“The fact that Intelligent Office is web-based means that as we move into the wireless world, our advisers will be able to access their system anywhere, anytime, which is excellent news.”

IntelliFlo chief executive officer Nick Eatock says: “We are delighted to add Money Portal to our client list. This is one of the fastest growing groups in the market and we look forward to supporting them as their business expands.”


Axed menu is evidence of failure of depolarisation

SimplyBiz says the FSA’s decision to end the payment menu and initial disclosure document is further proof that depolarisation has been a failure.Managing director Ian Thorneycroft says few advisers will rue the demise of the documents and consumers seldom read them, with many finding them confusing.He says: “Menus were brought in as part of depolarisation, […]

Best sellers

Samantha Downes talks to Skandia IM’s Jamie MacLeod about the record success of its UK best ideas and global best funds.

Resolution in outsource agreement with Capita

Resolution is to outsource much of its admin and back office to Capita in a 580m deal.Capita will provide customer services, IT services, policy servicing and claims and new business processing for around 4.5 million policyholders and future new business in the Phoenix Life, Scottish Mutual, Scottish Provident funds.Around 2,000 staff will be transferred to […]

Value for money in DC pensions

The Pension Policy Institute (PPI)’s recent report “Value for money in DC pensions” tries to identify factors by which people can assess whether their pension offers fair value for money (VFM). Fiona Tait provides an overview of the findings. Positive Outcomes It is extremely hard to assess VFM in a pension. Press activity naturally focuses […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm