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News

Your profession

Guildford IFA offers foreign exchange service on website

Arch Financial Planning has introduced a foreign exchange service on its website in order to boost its client proposition.

clock 20 November 2009 •

Pensions

Employer engagement crucial pre-2012 - TPR

Engaging with the employer community will be one of the most significant aspects of the next few years leading up to 2012, says The Pensions Regulator (TPR) employer compliance regime programme manager Charles Counsell, talking to Giovanni Legorano at...

clock 20 November 2009 •

Your profession

Adviser sets up IFA practice in debt management firm

A Lancashire IFA has teamed up with a local debt management firm to offer financial planning help to clients struggling with cash-flow.

clock 20 November 2009 •

Technology

Plum to roll-out adviser roadshows

Plum Software will run a series of roadshows for IFAs around the country demonstrating how its latest software can help with client management.

clock 20 November 2009 •

Structured Products

Lowes unveils structured product comparison site for advisers

Lowes Financial Management has launched a structured products website targeted at IFAs to help them compare plans from across the market.

clock 20 November 2009 •

Tax Planning

FundsNetwork launches upgraded tax wrapper tool

FundsNetwork is launching a second version of its tax wrapper analyser, giving advisers an upgraded comparison tool and an analysis function for high-rate taxpayers.

clock 20 November 2009 •

Technology

Evaluate Technologies set to swell staff by a fifth

Evaluate Technologies will recruit up to 10 staff by the start of next year as it looks to expand further into the online mortgage sourcing market.

clock 20 November 2009 •

Protection

Huge 98% of Britons insure pets before pension-Aegon.

Nearly all (98%) Britons say they would take out optional insurance premiums for holidays, pet cover, and mobile phones before considering insuring their retirement income, research by Aegon suggests.

clock 20 November 2009 •

uncategorised

Industry bodies flock to Tories ahead of general election

A "huge range" of trade bodies and industry players are putting forward ideas on pensions policy to the Conservative Party ahead of the general election, Nigel Waterson says.

clock 20 November 2009 •

Your profession

Henderson and Gartmore the big winners at IT Awards

Henderson Global Investors and Gartmore were the two big winners in last night's annual Investment Week Investment Trust of the Year Awards.

clock 20 November 2009 •
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