Money Wise IFA director David Underwood is retiring and is being replaced by new recruit Richard Armstrong, who joins from Regent IFA. Underwood will continue working for the firm in a part-time mortgage adviser role.
Capita has picked up the contract to deliver Co-Operative Insurance Services business processing around 5m new policies.The new business win sees Capita now processing between 13m and 14m policies under administration.Capita will deliver customer services, policy administration, new business and claims activities and their associated technologies across CIS’s life and pensions and unit trust operations. […]
Advisers need to turn to technology to build a sustainable way of business
Every week, I try to write about an issue that strikes a chord with at least some readers of Money Marketing. One way to judge whether I have succeeded is to read the emails you send me in response to my comments.
Most investors are better off than they were 12 months ago despite the summer’s volatility. Will next year bring the (delayed) global slowdown? Artemis’ senior partner weighs up the factors.
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A decade ago, I went through the pain of switching utility providers. Deterred by a catalogue of errors, it is only recently, after a house move, that I tried again. I was pleasantly surprised by how easy it was. It has made me think about how complex and expensive it is to switch in financial […]
It has never been more important to encourage saving. But advisers know only too well how challenging the complexities of the UK savings and pensions landscape make it for people. Any trends towards simplification would be welcome, but unfortunately recent developments have moved in the opposite direction. Take Isas, for example. Their simplicity has always […]
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