View more on these topics

Skandia adds new benchmarking tools to wrap service

Skandia has added new benchmarking tools to its U-Skan reporting service on SkandiaWrap.

The bespoke benchmark feature will allow advisers to create their own benchmarks, against which individual funds or portfolios can be measured.

Advisers will now be able to draw from the universe of all UK funds, including unit trusts, Oeics, life and pensions products, ABI and IMA sector averages and a large range of indices to construct and save their own bespoke benchmarks.

The new adviser fund index from Financial Express will also be included as a benchmarking tool.

Skandia e-business manager Alison Everett says: “We are always looking for ways to enhance our e-business tools and services and this is the latest in a line of exciting developments.

The benchmarking feature really strengthens the usefulness of U-Skan as it allows advisers to look, not just at Skandia funds, but also at all other funds in the UK alongside sectors and indices – over 20,000 of them altogether.”


Firm aims to help advisers make the transition to fees

FP Advance has set up a business consultancy practice which offers help to advisers looking to move towards a fee-based model. The firm says it will offer specialist advice and training to advisers, networks, nationals and wrap or product providers looking to support fee-only practices. FP Advance, formerly operating as FP Transition, says with the […]

Abbey finally sees red

Abbey has bowed to pressure from conservationists and quietly changed the species of squirrel in its advertising from grey to the native red squirrel. The bank last month began using the red species in its savings ads and says it no longer features grey squirrels. The move was met with delight by the UK Red […]

Life business spinning on magic roundabout

The buoyant new business results being paraded by life offices are “absolutely meaningless” and reflect the “magic mushroom roundabout” of high commission, low persistency rates and destroyed capital plaguing the industry, says independent consultant Ned Cazalet. Product providers benefited from an A-Day sales surge, with Norwich Union seeing a 43 per cent increase in UK […]

AFB launches checklist for members on PPI

The Association of Finance Brokers has launched a payment protection insurance checklist to give members guidance on PPI sales procedures.The checklist has been produced in response to the Office of Fair Trading’s damning report on PPI which found that providers are making massive profits on the back of low claim ratios.The FSA has also urged […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm