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online

Protection

Standard Life issues PTA pipeline pack

Standard Life is issuing a pack in the New Year for advisers with clients who fall outside the PTA criteria outlined by HMRC on 19 December.

clock 27 December 2006 •

Investment

Online Finance Awards winners announced

The bar for good online services has been raised yet again at the Seventh Annual Incisive Media Online Finance Awards 2006.

clock 01 December 2006 •

Technology

Store shifts adviser marketing online

An online publishing service has been launched which substantially cuts the workload and cost of printing client newsletters and brochures for financial intermediary firms.

clock 07 November 2006 •

Technology

SmartMove launches adverse lending website

SmartMove has launched a new website which it says will give mortgage intermediaries access to underwritten adverse lending decisions for their clients within seconds.

clock 02 November 2006 •

Offshore Investment

Desperately seeking service

For many offshore insurers, this is the best of times as offshore single premium sales in the UK are expected to exceed £6bn in 2006.

clock 19 October 2006 •

Mortgages

Buy-to-let online at Leeds Building Society

Leeds Building Society has expanded its online facility and case tracking functionality to include buy to let mortgages.

clock 18 October 2006 •

Technology

8 out of 10 advisers prefer mortgages online

Eight out of ten mortgage intermediaries say the ease of dealing online is an important factor when selecting the best mortgage product on the market, according to research from Unipass.

clock 12 October 2006 •

Mortgages

SPML offers online 'KFI style' illustrations for BTL market

Southern Pacific Mortgage Limited (SPML) has announced the introduction of an online facility to enable keyfacts illustration-style documents to be produced for buy-to-let cases direct from its website.

clock 06 October 2006 •

Technology

Webcasts and podcasts train IFAs to harness online

Portfolio management service FinanceCube is aiming to take industry training to a new level by offering a series of workshops and seminars through media which includes online and on podcasts.

clock 22 September 2006 •

Technology

Online face-to-face advice moves closer

Five years ago, the Society of Financial Advisers asked delegates at its annual conference what they would like to be able to do with technology in five years time.

clock 19 September 2006 •
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