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Technology

Technology

1st and Prestwood link technology

1st and Prestwood have announced plans to link their systems to provide advisers with a more efficient financial planning solution.

clock 09 March 2007 •

Technology

Providers offer wrap and platform clarity

TARGET markets are the best way of differentiating between wraps and platforms, according to Fidelity FundsNetwork and Cofunds.

clock 09 March 2007 •

Technology

NU to tackle admin in deal with Swiss Re

Norwich Union has signed a major outsourcing contract which will see the administration of almost three million life and pensions policies in the future handled by reinsurer Swiss Re.

clock 07 March 2007 •

Technology

Does it just stop at lost laptops?

We are all aware of the fine of almost £1m to Nationwide for their lost laptop. This single laptop was stolen from an employee's house but it is reported that Nationwide failed to report the loss to the FSA.

clock 06 March 2007 •

Technology

IFA tool offers client valuations online

IFA Systems has launched an addition to its web offering which allows clients to see the latest valuations for their products when logged into their IFA's website.

clock 06 March 2007 •

Technology

Awards host scoops key platform wins

Justin Urquhart Stewart and his firm Seven Investment Management scooped several of the key intermediary-related awards at the inaugural Adnitor Platform Awards, alongside wins for Standard Life, FundsNetwork and Transact.

clock 05 March 2007 •

Technology

'Truth' tool shows reality of client goals

A financial planning software system has been launched which enables advisers to demonstrate to clients whether their current financial circumstances will allow them to meet their future lifestyle objectives.

clock 01 March 2007 •

Technology

One lump or two?

Whizzing through the countryside on the 07.31 train to Waterloo last week, I was struck by a thought. Even though I was travelling through a handful of counties and changing twice onto different train operators, I only had to buy one ticket.

clock 26 February 2007 •

Technology

IFP to issue wrap guidelines

THE Institute of Financial Planning (IFP) is to issue FSA approved guidelines on wrap use amid fears advisers may overstep their authorisation and breach regulations.

clock 23 February 2007 •

Technology

Securing client data from the risks of theft

THE £1m fine meted out to Nationwide by the FSA after a laptop was stolen from an employee's home has rapidly brought the issue of client data protection to advisers' attention.

clock 21 February 2007 •
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