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.
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 […]
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 […]
As we hurtle towards the new year, it is worth remembering much of the so-called client-centricity discussed is, in fact, little more than process that will not determine whether you win, lose or draw. Sure, a process needs to be reliable, cost-efficient and to point the right service at the right people. But it is […]
The Association of Member Nominated Trustees and the UK Sustainable Investment Association have urged pension funds to keep an eye on whether their investment consultants’ sustainable investment advice lives up to the minimum service requirements under regulation. The AMNT and UKSIF says consultants should meet minimum requirements as soon as possible so as not to […]