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Technology

TMT

Technology Review: LV=

This week Mark Loosmore gives the lowdown on LV='s 'at retirement' offering.

clock 08 April 2010 •

Investment

Advisers risk fines from poor pension switch training

Many advisers have not been properly trained to use pension transfer tools, despite massive uptake in their use since an FSA review in 2008.

clock 07 April 2010 •

Wrap/platforms

'Mini-wraps' the shape of things to come - OPAL

An overwhelming majority of advisers would consider adopting a "mini-wrap" to cater for clients with more modest investment needs, according to OPAL.

clock 06 April 2010 •

Technology

Get on the bus

Insurers are charged with treating customers fairly and driving up conversion rates. These goals are not incompatible and advances in technology offer ways to succeed with both agendas, says Stuart Hayman

clock 06 April 2010 •

TMT

Technology Review: Just Retirement

Just Retirement was formed in 2004 from the ashes of Britannic Retirement Solutions and has been on a fast track ever since.

clock 25 March 2010 •

TMT

Ten years on from dotcom-where now for the tech sector?

A full decade after the woes of the dotcom bubble, Polar Capital's Nick Evans and Ben Rogoff say a new cycle is emerging…

clock 22 March 2010 •

uncategorised

Tech Review: BUPA - a healthy use of technology

This week, AT8's Mark Loosmore looks at how this major healthcare provider is using electronic media to deliver its services

clock 18 March 2010 •

TMT

Technology Review: Distribution - all wrapped up

This week, AT8's Mark Loosmore sums up the key lessons learnt from visiting 15 firms.

clock 11 March 2010 •

TMT

Clients can check portfolio on mobile with new tool

Investors can now check the performance of their portfolios anywhere in the world and at any time with the launch of a new service from MBA.

clock 03 March 2010 •

TMT

Technology Review: LRH Wealth Management

AT8 Group's Mark Loosmore looks at how LRH Wealth Management is helping its clients meet their investment goals.

clock 18 February 2010 •
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