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Sign of the times cuts waiting

Tele-interviewing specialist Morgan Ash is launching an e-signature service.

The service means providers will no longer have to wait for applicants to return forms with a wet signature, with clients able to modify and sign off application forms online.

Morgan Ash managing director Andrew Gething believes that the service is likely to enhance conversion rates, improve sales and save on administration costs.

He says the process creates an important audit trail as it shows the consumer accessed the site and approved the information.

He says: “Companies will no longer face the difficult choice between speed and compliance. This option is compliant, customer friendly and quick.”

Highclere Financial Services partner Alan Lakey says: “This signals a welcome advance. Morgan Ash has been at the forefront of tele-underwriting and this represents a significant step towards solving the challenge of evolving the underwriting process while retaining the integrity of the process.

CBK Colchester principal Peter Chadborn says: “To make this a robust process, I would hope that providers would intervene if the consumer has not accessed the site and approved the information.”


Make the switch to money purchase

I don’t know how much more of this nonsense I can take. Joanne Segars is very knowledgeable when it comes to defined-benefit (final-salary based) pensions but the stance she is taking when representing the National Association of Pension Funds can only be because of vested interests. Let us hope that the Mad Hatter rejects her request for the Government to guarantee the Pension Protection Fund.

NPI repeats pension data blunder

NPI has continued to provide an adviser with incorrect information about a client’s with-profits pension policy despite apologising for previous mistakes.

CII paper tests technical knowhow

The Chartered Insurance Institute has launched a practical paper as part of its diploma in financial planning qualification.

Help is at hand

Protection sales have held up for many providers despite the current economic crisis.


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