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Straight-through quotes from Axa

Axa is offering a straight-through quote facility for advisers, which links into its fund admin platform.The firm’s onshore bond product now offers a 2 per cent loyalty bonus for investors in year 10 and no surrender penalties.

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Stephenson takes on new role at Lloyds

Lloyds TSB has appointed Lisa Stephenson as network director for Scotland and the North of England.She joined the firm in 1987 and the new remit comes in addition to her role as customer, wealth management and marketing director of Lloyds TSB Scotland.Lloyds TSB private banking chief executive Mark Cheshire says: “We’ve taken the decision to […]

Clash of the giants over outsourcing

The New Year ushers in a clash of the titans scenario with outsourcing giants Vertex and Capita going head to head in a fight to deliver administration, outsourcing and elect- ronic services to advisers. The main battleground for the portals will be in delivering multi-tie technology platforms. This was already in evidence towards the end […]

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