online tools
uncategorised
Curtis Banks has launched an online portal for SSAS clients in a bid to equalize its SIPP and SSAS offerings.
22 November 2010
•
uncategorised
Fixed-term annuity provider Living Time has boosted its online tools for IFAs as part of its campaign to promote more flexibility within the annuity market.
26 October 2010
•
Technology
Google, the search engine giant, is to launch free training and support for IFAs to help them take advantage of online business opportunities.
21 June 2010
•
Wrap/platforms
Developers of a new platform comparison service claim it will render the debate on rebates "academic" and increase market competition.
16 June 2010
•
RDR
Sesame Bankhall Group has launched an online qualifications tool to help members map out an examination route to be RDR-ready.
10 May 2010
•
Wrap/platforms
Skandia has launched an online platform due diligence tool allowing advisers to ask providers tailored questions to help with their platform selection process.
29 April 2010
•
Group Protection
Legal & General Group Protection has launched a new website for advisers combining employee benefit propositions across protection, pensions and savings.
20 April 2010
•
Wrap/platforms
Skandia has added the Axa platform's bundled and unblundled charging structure to its Platformwatch tool, bringing to seven the number of platforms IFAs can now compare prices on.
13 April 2010
•
TMT
Macquarie has launched a capital gains and losses calculation tool for financial planners.
10 March 2010
•
