Very recently an elderly client appointed his son & daughter as Power of Attorney. We submitted the certified copy of the Power of Attorney Form to all of the companies with whom he held investments. Of the 6 companies, not one of them followed the same...
IFA Life, an online forum enabling advisers to share information and best practice, has expanded into mortgages.
Prudential has joined The Exchange's Exweb service enabling more than 25,000 advisers to access client quotations from Prudential through the online portal.
Winterthur, the pension provider, has launched a technology support service for IFAs.
Scottish Widows has redesigned Adviser Extranet, its IFA website.
JAMES Hay has added 14 Legal & General funds to its wrap platform, bringing its total number of funds on offer up to 1,208 from 52 different providers.
Brokers have made significant moves towards using technology driven solutions when dealing with sub-prime customers, according to Enterprise Group.
Assureweb, a comparison website, is launching an annuity service to offer IFAs free, real-time quotes.
James Hay has added 16 funds to its wrap platform, taking the total of funds to 1,194 from 51 providers.
Deutsche Bank's specialist mortgage lender, db mortgages, has announced partnerships with networks Sesame, Home of Choice and Mortgage Next.