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Portfolio services first on IFA web lists

Portfolio management services are the most important feature that advisers

require from a website, according to survey by IFA portal Assuresoft.

The research shows that 74 per cent of IFAs wanted to give their clients

access to their personal financial portfolio online, with the majority of

firms seeing interactive stockbroking as an essential supplement to a

portfolio management tool.

Next on the list, according to the survey of 280 firms, are comparative

quotations, mortgage comparisons and fund supermarkets.

However, IFAs are less keen to offer product research tools online,

fearing that they will diminish their own added value.

Advisers showed little dem-and for personal stakeholder functionality but

67 per cent wanted to offer group stakeholder products on their website.

Only 36 per cent of IFA firms said they would be prepared to pay more for

additional web services, with the majority saying they would only pay after seeing clear benefits after a trial period.


Skipton revamps arm for sub-prime sector

Skipton Building Society is to become the latest mainstream mortgageprovider to enter the sub-prime market by transforming a subsidiary intoits specialist lending arm. The UK&#39s sixth-biggest mutual is planning to launch a range of low tomedium-risk sub-prime products this week through subsidiary SkiptonMortgages, which previously focused on acquiring the mortgage books ofrival lenders. In a […]

The Daley Update

Schroders is to raise the annual charge on six of its unit trusts –Schroder Pacific, Tokyo, UK equity, income, gilt & fixed interest andEuropean – by 0.25 per cent to 1.5 per cent from November 21 Lincoln Unit Trust Managers is offering discounts of up to 4.75 per centon its unit trusts and Isas until […]

FSA forces lenders to point to rival ranges

The FSA has been criticised by mortgage lenders for effectively forcingthem to promote the products of rival providers on their pre-saleillustration documents. Lenders are furious with the FSA for insisting they draw attention to theregulator&#39s mortgage comparative tables on their pre-sale productinformation as they say it will encourage borrowers to look at rivalproducts. Lenders have […]

Scottish Mutual looks at the classic flexible way

Scottish Mutual has introduced the classic flexible trustee investment plan.The plan is aimed at three groups of pension investors. The first are trustees of pension funds and self-invested pension plans. The second are those people who manage their own pensions. Thirdly, it is also aimed at people who are looking to diversify an existing pension […]

Tax-free gains? That can’t be right, can it?

When he was Chancellor of the Exchequer, George Osborne made several changes to the way in which income is taxed. Personal allowances were increased significantly above the rate of inflation; a starting rate band was introduced for savings income and, with effect from 6 April 2015, this was assessed at 0 per cent. In addition, […]


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