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Technology the way to cut admin time – survey

Eighty per cent of IFAs spend less than 35 per cent of their time actually advising clients, according to research from 1st Software.

The survey shows 55 per cent of advisers see improved use of technology as the most effective way for advisers to be able to spend more time with clients, with 36 per cent saying reductions in legislation and regulation.



Is it fair that small IFAs will have to nearly double their professional indemnity insurance cover in two years time?“It is a known trend and, no, it certainly is not fair. It is a reflection of a change in the global economy that has severely impacted on the insurance companies but IFAs are now bearing […]

A new release of life?

The FSA&#39s announcement earlier this month that it plans to introduce exams for advisers on equity-release mortgages has been welcomed by many in the industry as a step in the right direction. Although it is a product that IFAs rarely touch, it seems the industry agrees that its complexity and potential for misselling need to […]

Vicki Smith from Halifax

Vicki Smith from Halifax independent Financial Advisers in Aylesbury is off to Mauritius (pictured above) for a week after having her name pulled out of the hat in Britannic Retirement Solutions&#39 Talk More competition. Also off to sunnier climes is Momentum Financial Services&#39 Philip Hunt, who exchanges his native Farnborough for a week in Morocco.UCB […]

National Counties Building Society – Guaranteed Growth Bond

NATIONAL COUNTIES BUILDING SOCIETY Guaranteed Growth Bond Type: Guaranteed equity bond Aim: Growth linked to a basket of 20 global blue-chip stocks Minimum-maximum investment: £5,000-£500,000 Tem: Five years six months Guarantee: Original capital returned in full along with 10% growth at end of term Return: Between 10% and 75% growth at end of term Closing […]

Qatar cover image - thumbnail

White paper — Qatar International Insights

Jelf Employee Benefits highlights new legislation, key requirements and policy considerations when structuring international private medical insurance (IPMI) for expatriate employees in Qatar. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Qatar.


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