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TCF tool to record complaint rates

Threesixty is offering a treating customers fairly tool to help advisers record customer complaint and persistency rates.

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CII unveils Advanced Diploma

The Chartered Insurance Institute has unveiled its Advanced Diploma in Financial Planning which forms the final part of its new financial planning exam framework.The CII says the diploma is designed to develop specialist financial planning capabilities and provide the gateway to Chartered Financial Planner status.It is made up of five units – personal tax and […]

IFAs demand more best ideas launches

Skandia Investment Management launches its UK best ideas fund next week and has already received requests from advisers to devise similar funds in other areas of the market. The new fund is a response to IFA demand for a UK version of the global best ideas fund launched in June. SIM says this fund has […]

Tech battle hots up as Kensington offers free AVMs and e-IDs

Kensington has launched automated valuations and electronic identification as part of its K-net eCommerce platform.AVMs and e-IDs are free to brokers, but packagers are only entitled to free AVMs. They are available on remortgage applications submitted online for loans up to a maximum of £150,000 on properties worth up to £500,000, and with a maximum […]

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