Standard Life has launched a new online service called askTech to answer technical questions from advisers.AskTech is split into life and pensions sub-divisions and answers questions on trusts, pensions simplification and the defined-contribution regime, with more than 250 pairs of questions and answers. Advisers can look at sub- sections or type in specific questions leading to the service picking out keywords from the question and giving a list of appropriate answers. The service is available on the provider’s adviserzone website which provides information, fund literature and support to IFAs on an unlimited basis, although policy serving, new business quotes and commission information are secured by user ID, passwords or a Unipass certificate. Standard Life technical manager Vic Hanrahan says: “We believe the adaptab- ility of the system is a key feature and envisage the subject areas expanding over time as well. “It means advisers have access to technical information at all times and can print answers for client files. It also links to other technical material such as the briefing cards on adviserzone.”
The Treasury select comm- ittee will meet the FSA early in the next Parliament, with the effects of depolarisation set to be a key issue for dis- cussion. Labour MP Andrew Love, a new TSC member, says one of the first actions of the committee after the recess will be to meet the regulator to […]
The Personal Finance Society is sending out full details this week to members on the speakers for its PFS conference on November 21 and 22. The conference will take place at the International Conference Centre in Birmingham, offering members a range of technical and business development sessions.Speakers include L&G pensions strategy director Adrian Boulding outlining […]
Hemisphere Property Management has made its Hemisphere property fund available to IFAs to broaden the fund’s investor base.
In my consideration of the two main trust types to choose from for receiving nil-rate band transfers, I looked last week at the main tax implications of the flexible interest in possession trust. This week it is the turn of the discretionary trust.
It has been over four months since the surprise election of Donald Trump as US President. Despite the initial shock, the US stockmarket has continued to climb higher, with many investors forecasting that Trump will be more pro-growth than his predecessors. Watch Robin Milway, lead manager of the Neptune US Opportunities Fund, discuss the outlook […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Intrinsic head of regulatory and conduct risk Sheriden Davy is leaving the firm after just eight months in the role. Davy joined the Old Mutual Wealth-owned network in May, moving from True Potential where he had worked for two years as head of risk and compliance. Intrinsic says Davy is now joining national financial planner […]
A quarter of UK adults might need financial advice, but have not taken any in the last twelve months, an FCA study has found. Just three per cent of UK adults aged 35 to 44 have had regulated financial advice in the last year, the flagship survey of around 12,000 people shows. 21 per cent […]
Consumer champion Martin Lewis has won a battle against a payment protection insurance claims firm that used his image to promote their services. Lewis and Moneysavingexpert.com, the website he founded, challenged two advertisements from Civil Claim Services. One was a Facebook post that included text stating that “the BBC, Martin Lewis and national press have […]