Deployed effectively, a secure client portal can cut down on administration and errors and deliver substantial time savings but most importantly, writes Mark Loosmore, it puts the client in complete control of processes
A good friend of mine, let's call him Ricky, recently remortgaged his house and, as part of the process, he was assigned a solicitor to deal with all the required legal documentation and checks. He...
£300bn of liabilities
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Transfer from occupational scheme
Appointed by FCA and PSR boards