View more on these topics

Plum users now able to give clients access to amend details

Plum Software users can now give clients access to the software provider’s facilities from their own computer.

The move means an adviser’s client can access their own details online and notify the adviser of any details which need changing, including their address, income, employment and health. Once the adviser is notified they then inform the relevant providers of the policies.

Plum managing director Ann Dempster says: “This helps the advisers in their servicing of the client and frees up their time to concentrate on what really matters – giving advice.”

Recommended

John Pattullo

It is the 30th anniversary of the Henderson preference & bond fund this week and despite an “exceptionally poor” past month, co-manager John Pattullo remains upbeat about the prospects for the bond market.

And the band played on

The clarification by the Conservatives of their proposal to increase the nil-rate band for inheritance tax to £1m was well reported when made only a few weeks ago. Since then, we have had some more serious issues to consider in the shape of the extreme financial turbulence experienced over the past few weeks and it would be something of an understatement to say that most of us have been too preoccupied by events on both sides of the Atlantic to give too much thought to IHT.

Mandelson’s return raises eyebrows in mortgage industry

Brokers have expressed surprise that Peter Mandelson has returned to the Cabinet with a brief that includes responding to the financial crisis, after he was sacked from the Government for failing to disclose a loan to his mortgage lender.

Pensions - thumbnail

Preparing for the changes to the pensions market

As more and more providers start to reveal their stance on the charge cap and removal of commission and active member discount pricing, we thought it would be worthwhile to look at what these are, and the steps businesses should be taking to prepare for this.

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment