Effective use of technology can make advisers much more efficient, says Distribution Technology. It says IP policy transaction times can be halved while for investment products the saving can be 32 per cent.
Nationwide has faced almost universal press condemnation for its U-turn over not having a “brand new customers only” policy. Money Marketing feels it should add its voice.
Commission Round Table report by Sam Shaw
by Robert Reid Birthday parties have the potential to provide a thoroughly enjoyable evening and Scottish Widows’ party to recognise 20 years of the Widow was no exception.
by Nicola York
Following the surprise return of a majority Conservative government, George Osborne announced that he will deliver a second budget statement on 8 July this year.
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The Financial Services Compensation Scheme will automatically compensate hundreds of clients of a collapsed discretionary fund manager, but other investors will have to wait another five months to get their money back. London-based Beaufort Securities has been investigated by both the FCA and US authorities. An indictment from the US Department of Justice alleges that […]
Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]
The FCA has reiterated its warnings that advisers outsourcing defined benefit transfer advice to firms with relevant qualifications cannot divorce themselves from responsibility for the eventual recommendation. While existing FCA rules require additional qualifications to advise on DB transfers, and the FCA has written to all firms who have DB transfer permissions as part of […]