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Selestia agrees tie-up with Quay Software

Selestia has agreed a tie-up with Quay Software enabling the latter&#39s IFA users to import details of their client&#39s fund holdings direct into their back office. This works with Quay&#39s Client Care Desktop back office system and follows on from similar partnerships between Selestia and 1st Software, Fairs and Wealth Management Software.

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Klonowski follows in Australian&#39s footsteps

An IFA is changing his business model following correspondence with an adviser from Australia who appeared in Money Marketing. Sole trader Francis Klon-owski will outsource all his investment advice after reading about the success of Australian David Haintz. Klonowski and Haintz have been writing to each other ever since the Australian had an article published […]

Steve Bee on Pensions

The Pensions Commission report highlighted the fact that we face hard choices in dealing with the consequences of an ageing population. It seems that society must choose between poorer pensioners, higher taxes, working longer and saving more. The report acknowledges that accepting poorer pensioners is unlikely to be an attractive option and that a mix […]

Simply Biz makes a will deal

Estate Preservation Services, a firm backed by Graham Bates and Helen Peace, is linking up with Simply Biz to provide a will-writing service for the group. EPS will be Simply Biz&#39s preferred will-writing and estate administration service for its 660 member firms. EPS is based in Leeds and specialises in devising and implementing IHT planning […]

CBI calling for a moratorium on financial services regulation

The CBI is calling for a moratorium on financial services regulation. Companies are being battered by a tidal wave of regulation, which threatens to undermine the sector&#39s contribution to the economy according to its latest report. The CBI reveals widespread industry concern over how European regulation is implemented. The FSA responded that its approach is […]

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