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Opra alert for trunk calls

Life offices are predicting that Opra&#39s pensions advisory service will be

inundated with thousands of calls from potential stakeholders unable to

understand decision trees.

IFAs are also bracing themselves for a flood of enquiries. The forecasts

come because many of the trees&#39 branches lead to the answer – seek

professional advice. Life offices believe this will result in a boom for

IFAs. But the first port of call is still expected to be PAS.

Scottish Life communications manager Alasdair Buchanan says: “People will

need help in working out what is best for them. Our research suggests that,

under all the circumstances,the decision tree will lead to the need for


“This advice may not just for be stakeholder. If people are looking to

plan for their future they will be well advised to look for someone that

can give them independent help.”

Clerical Medical pensions strategy manager Nigel Stammers says: “It is not

clear what further information the PAS will be supplying but it can expect

to be very busy.”

l Perspective, p24; Decision trees, p36


CIS calls for more industry involvement in community

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Assuresoft and Misys in signing battle to take on Exchange

Trading platforms Misys and Assuresoft are racing to sign up productproviders in a bid to match and overtake current leader the Exchange.Misys now has 11 providers offering products on its m-link service,whichis currently rolling out to IFAs nationwide.The providers signed up by Misys include National Mutual, Scottish Mutualand Permanent Insurance which have yet to join […]

Investment View

It did seem like a good idea at the time. It was February, after all. TheNasdaq was still soaring and technology shares were fast becoming thebiggest single industrial sector in the FTSE 350. So we decided to go forit. The Greig Middleton London Technology Conference was duly org-anisedfor the end of May.Flying in from Paris […]

Independents taking a bigger share of the pension sector

First-quarter figures from the ABI show IFAs are stealing a march on theirdirect salesforce rivals for sales of new pension business.The figures reveal that, despite the continuing falling sales of regular-and single-premium pensions, IFAs have become the dominant distributionchannel.The figures show IFAs increased their share of the regular-premium pensionmarket to 59 per cent from 50 […]

Martin Foden discusses how convenience is affecting the construction of fixed income portfolios

In this short video, Martin Foden, head of credit research at Royal London Asset Management, discusses how convenience is affecting the construction of fixed income portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not […]


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