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outsourcing

Underwriting

Scot Prov takes underwriting back in-house

Scottish Provident has created 80 jobs as its underwriting functions revert back in house from a Capita contract.

clock 19 February 2010 •

Investment

Turmoil exposes poor investment IFAs - Brown Shipley

The recent market turmoil has exposed many IFAs who do not have the expertise or the time to continue providing investment advice, Brown Shipley CIO Peter Botham believes.

clock 27 October 2008 •

Investment

Market strife leads IFAs to question investment judgement

The volatility in current markets has led many advisers to realise they are not best placed to make investment portfolio allocations, according to Parmenion Capital Partners.

clock 15 February 2008 •

Technology

'Outdated' wraps face outsourcing challenge

Outsourced investment solutions will eventually overtake "outdated" wrap propositions, Parmenion Capital Partners claims.

clock 03 December 2007 •

Your profession

Firms fail to heed compliance advice

Small adviser firms are failing to act on the regulatory advice given to them by compliance consultants, according to evidence gathered by the FSA.

clock 17 April 2007 •

Your profession

IFP to host investment outsourcing seminar

The Institute of Financial Planning is holding a one-day seminar on whether and how advisers should outsource investment management.

clock 14 November 2006 •

Your profession

Pru to transfer Belfast operation to Capita

Over 400 customer service and support staff in Belfast will transfer to Capita when it takes over sales and administration services for Prudential UK's life and pensions range.

clock 16 August 2006 •

Investment

Mercer to offer education in all-in-one pension service

An education and communication programme for members of both defined benefit (DB) and defined contribution (DC) occupational pension schemes is being offered by Mercer Human Resource Consulting as part of its all-in-one retirement service.

clock 05 June 2006 •

Mortgages

Mortgage industry will not outsource customer services offshore - HML

The UK mortgage industry is unlikely to see a significant shift of jobs to offshore locations, according to Homeloan Management (HML)

clock 25 November 2005 •

Investment

The Annuity Bureau does HSBC deal

HSBC will refer customers to market research from The Annuity Bureau in a deal directed at providing greater access to the open market option for the bank's customers.

clock 04 October 2005 •
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