View more on these topics

Pension software speeds up analysis

IFA service company Adviser Breakthrough Solution is offering its pension performance review software package to the adviser market.

The firm claims it “will be responsible for the biggest change ever to hit the financial services industry”.

The software package is designed to help advisers identify which clients’ portfolios need changing and selects funds for them based on their attitude to risk.

The Southampton company claims this can mean that three or four days analysis work can be carried out in three hours.

ABS founder Paul Cadde says: “I have an almost 100 per cent success rate with the pension performance review because clients are fed up with being ripped off and want to know somebody is looking after their pension properly.”

ABS charges advisers £47 plus VAT for a two-hour software training session.

These seminars are running weekly until June 14 and are being held at locations across the country, including Oxford, Bristol, Guildford, Birmingham and Manchester.


What difference did A-Day make?

A year after A-Day, Andy Taylor, individual pensions marketing manager at Scottish Life, asks if the promised simplifications have translated into reality.

He’s not fit to be PM, says poll

Ninety two per cent of respondents in a Money Marketing poll say the Chancellor is unfit to be the next Prime Minister following the revelations about his tax raid on pensions.The damning results echo heightened criticisms of Gordon Brown’s character after he has been pilloried by ex-Cabinet colleagues and former civil service head Lord Turnbull.Conservative […]

Portal advisers sent text messages over contracts

Top-producing Foster Denovo IFA Paul Clarke looks set to receive a wrap on the knuckles after texting a number of ex-colleagues at The Money Portal suggesting they join him.The text seen by Money Marketing read: “We believe Money Portal will soon be changing your terms and conditions for client ownership, commission and renewals! Don’t forget […]

New Star’s Bryant to lead European fund

Clare Bryant has been promoted to lead manager on New Star’s 36m European portfolio, replacing head of fund of funds Mark Harris.Bryant joined New Star in 2002 and was previously an analyst and fund researcher, specialising in European funds.Her appointment means that the European fund is the only vehicle within New Star’s range of eight […]


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