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 […]
Newsletter
News and expert analysis straight to your inbox
Sign up
SJP plans 10-day blackout for replatforming
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
Can advisers really beat the market downturn?
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
4
Tom Hegarty: Should paraplanners be Level 4 qualified?
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]