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Policy Master creates tech team

IFA software provider Policy Master has brought together a team to help bigger IFAs overcome hurdles created by technology-based distribution channels.

The team, Financial Services Solutions, aims to deliver a bespoke technology service for independent advisers as well as pension trustees, banks and building societies.

It will offer its services to bigger firms processing Sipps, SSASs and group pensions and to any firm wanting to exploit electronic channels for the sale and servicing of financial products.

Michele Sullivan, David Upton and Ian Boswell make up the team.

Sullivan has 10 years&#39 experience as a consultant with Policy Master, Upton was one of the original authors of the software the service is based on and Boswell has specialist life and pension knowledge.


CIS takes the with-profits path to stakeholder

Co-operative Insurance Society (CIS) is joining the stakeholder bandwagon with the introduction of its own stakeholder pension.The pension offers investors a choice of up to six pension funds to invest in. These are all CIS funds and include the UK growth, with-profits, European growth, environmental, US growth and FTSE all-share index tracker. The with-profits fund […]

The price is right

So, Melanie Johnson believes stakeholder pensions can be bought without advice. Were that the case, then why are all advisers engaged by companies who are members of networks required to read a 27-page document on the subject and, at the behest of the PIA, submit to an examination on its contents? If decision trees are […]

NU goes green for the future

NORWICH UNIONSustainable FutureType: Oeic.Aim: Growth by investing in socially responsible companies via Norwich Union funds.Minimum investment: Lump sum £500 monthly £50.Investment split: Any proportion of corporate bond, UK growth, absolute growth, global growth, managed and European growth.Isa link: Yes.Pep transfers: Yes except absolute growth and global growth.Charges: Initial 4 per cent, annual – corporate bond […]

Exeter Investment Group – International Growth Portfolio

Thursday, 5 April 2001.Type: Unit trust.Aim: Growth by investing in the managed growth fund, global opportunities fund and Pacific growth fund.Minimum investment: Lump sum £1,500.Investment split: Managed growth fund 50 per cent, global opportunities fund 25 per cent, Pacific growth fund 25 per cent.Yield: Nil.Isa link: Yes.Pep transfers: Yes.Charges: Initial 5 per cent, annual 1.25 […]


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