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Standard offers online view on Sipps

Standard Life has set up an online client view service to include its Sipp and mutual funds and allowing advisers to view all client policies in one window.

The service will focus on Standard’s Sipp and inc- lude information on fund valuations, investment instructions, cash transactions and the updated value of other investments such as property and shares.

The service uses real-time data and a combination of monthly and quarterly fund reports provided by Morningstar. It also gives access to FundsNetwork’s range of products.

Non-Standard Life assets such as commercial property can be input into a client’s Sipp portfolio to allow them to be included in the serv- ice’s overall valuation.

Standard Life sales e-commerce manager Billy Burnside says that the service will be enhanced further in coming weeks with a client report facility that can be used as part of the adviser’s client review process.

Burnside says: “Our new client view service has been developed in conjunction with a number of advisers and this gives us the confidence that it is both easy to use and meets their needs.”


Cash is a sticking point for L&G on panels

Legal & General has attacked IFAs’ cash demands for making signing up multi-tie panels a “seriously sticky” process. Finance director Andrew Palmer told MM sister title Finance Week that when negotiating multi-tie deals, the opening question from many adviser firms has been “how much are you prepared to pay us to be on our panel?”, […]

Tories plan to raise tax relief to defuse pension timebomb

The Tories have unveiled plans to increase tax relief on pension contributions as part of their commitment to tackle the “pension timebomb”. Under the proposals, basic-rate taxpayers would have their tax relief raised by 10p in the pound to 32p, adding £10 to every £100 saved towards a personal pension. The Tories expect that around […]

IFAs won’t be hit by client money rules

IFAs will not be deemed to be holding client money when they rebate commission under a menu fee arrangement, the FSA has confirmed. Aifa director general David Severn raised concerns that the menu system could lead to IFAs effectively holding client money when they get commission from providers under fee arr-angements. This would place them […]

Life in the fast lane…

Destini is sponsoring Embassy Racing, a team competing in the 2005 SRO British GT series championship. Not only does this give the sales team an opportunity to mix with the pit lane love-lies but it also means that the Destini logo will be emblazoned across the new Embassy Porsche for the rest of 2005. Destini […]


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