Prudential has redesigned the policy valuations facility it offers advisers on its extranet.
Products covered by the service have been significantly expanded to include legacy products.
Other features include a comprehensive search facility allowing advisers to trace their clients Prudential policies easily without needing to know plan numbers.
All policy information is now presented together in one client portfolio with the aim of making the service more simple to use.
Prudential head of ebusiness Jon Cross says: “We have had excellent feedback from advisers who have seen the prototype, and we believe this is a big step forward in making our online services as easy to use as possible.”
Bank of Ireland reviewing sale of Bristol & West branches
Bank of Ireland is looking into the non-mortgage elemets of Bristol & West with plans to shed its 97 branches.In a review of its UK businesses, it has received expressions of interest in respect of its physical branch network and associated deposit base.It is believed Alliance & Leicester is in the frame to buy the […]
Don’t miss the Poat
The onus is on taxpayers to ensure they comply with the new pre-owned assets tax regulations, says Canada Life technical support manager Jeremy Pearson.
FSA approves merger of AWD and Chase de Vere Financial Solutions
The FSA has granted approval for the merger of AWD plc with Chase de Vere Financial Solutions plc.Operating from offices in 27 locations across the UK, the merged organisation will be providing truly independent financial advice for private and corporate clients in the UK. It is intended for the full organisation integration to be completed […]
Consolidation will cut competition and slash service
I have just come off the telephone answering a call from a long suffering client unfortunate enough to have a group personal pension policy with Norwich Union.
Neptune launches Japan Institutional Fund
By Chris Taylor, Investment Director, Head of Research Neptune is excited to announce the launch of the Japan Institutional Fund on 22 June, having disclosed to the market in March its intention to offer the product. The Fund will be managed by the highly-regarded Chris Taylor, Head of Research and manager of the long-running Japan Opportunities Fund. It will invest in the same underlying stocks as the Japan […]
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Can new tools solve the sustainable drawdown conundrum?
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed
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Intrinsic pays redress over pension transfer advice complaint
Intrinsic must compensate a client for the pension transfer advice it gave them. According to a Financial Ombudsman Service decision, in 2015 Mrs C was told to transfer her two existing personal pensions valued around £80,000 to a new Sipp provider. This money was placed in a scheme where Mrs C could adopt a dynamic […]
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Phil Wickenden: The gauntlet has been laid for annuities
“There is nothing permanent except change”, so said the “weeping philosopher” Heraclitus circa 500 BC. Few would argue change was not needed in the retirement income market; it is just no one expected it to be so inorganic and non-negotiable. The impact of the pension freedoms Budget bombshell in 2014 was immediate and significant. Revisiting […]