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Technology on show

IFAs wanting to make technology work harder for them can catch up on the latest developments in software and e-commerce at the conference in Manchester next month.

The first technology show exclusively aimed at financial advisers, brings together over 20 life offices and the principal technology suppliers.

Microsoft UK industry manager for financial services David Slight will make a keynote presentation while IBM executive consultant David Taylor will speak on change management and Origo chief executive Sandy Nielson will discuss industry standards. The event will include 40 live and interactive presentations and demonstrations.The conference takes place at the G-Mex Centre,Manchester, on June 11. Contact 0870 777 9818.


Lending taken to new high by record remortgaging

Mortgage lending reached a new peak in April with gross advances totalling £16.9bn, up from £16.1bn in March and a big rise on £11.6bn in April 2001, according to the Council of Mortgage Lenders.The value of loans for house purchase fell slightly to £8.8bn in April, or 52 per cent of gross advances, from £9bn, […]

Clerical Medical offers extra on bond

Clerical Medical is offering a 1 per cent extra allocation on its investment bond and “bond fee” version of its distribution bond.The offer which begins on June 5 will apply to all new investments and top ups to existing bonds until further notice.The move increases the allocation on the investment bond to 101 per cent […]

Equitable Life accuses IFAs of urging policyholders to quit

Equitable Life has attacked IFAs and the media for adding to its woes by encouraging policyholders to leave the troubled life office in droves.Speaking at Equitable&#39s annual general meeting in London this week, chief finance and investment officer Charles Bellringer said the interests of financial advisers do not tally with those of the society. He […]

Anna Bradley

With last week&#39s publication of its paper on the future of financial advice, the National Consumer Council announced its re-entry into the debate about an industry that it has left alone for the last three years.Leading the charge back into financial services is director Anna Bradley, who is looking to re-establish the NCC as a […]


School fees planning

Jeremy Pearson is Technical Support Manager with Canada Life’s ican Technical Services Team. Canada Life offers a range of wealth management solutions, including retirement income planning, estate planning and investment solutions from a choice of jurisdictions, including the UK, Isle of Man and Republic of Ireland. Many parents value the standard of education offered by […]


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