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  • iPipeline expands quoting capability via SolutionBuilder

    25 June 2018

    iPipeline has announced it is further expanding its quoting capability via SolutionBuilder.  In January 2018, it introduced the ability to quote General Insurance products via the system and Paymentshield has since joined the service allowing quotes ofr Buildings and Contents. This capability was initially launched with the Openwork network and has since had a...

  • Funeral market comes under spotlight from CMA and Treasury

    13 June 2018

    The Competition and Markets Authority is set to launch a review into the £2bn funerals market, examining both the cost of funerals and the information provided by funeral directors on prices and services.  The average cost of a funeral totaled nearly £3,800 in 2017, not taking into account extras that can add a further...

  • iPipeline sees take up of Solution Builder protection modelling and sourcing software

    24 May 2018

    Business intelligence provider iPipeline UK said a number of mortgage brokers and estate agents have adopted its protection modelling and sourcing solution, SolutionBuilder, enabling them to offer protection alongside mortgages.  The firm said Knight Frank, Just Mortgages, Alexander Hall, Andrews and John Charcol have introduced SolutionBuilder to their advisers. SolutionBuilder allows advisers to demonstrate...

  • TDQ: Test Your Knowledge (May 2018 issue)

    26 April 2018

    Professional Paraplanner has teamed up with key training and exam support providers to help you in your training, development and qualifications. Here are the answers to this month’s TDQ: Test Your Knowledge questions, published in the May 2018 issue of Professional Paraplanner.   B CII R01 Study Text Chapter 5:2 A CII R02 Study...

  • Limited term protection potentially putting clients at risk

    25 March 2018

    Financial information group Defaqto has reported a decrease in the number of income protection products available, but a rise in ‘limited’ term products, potentially putting customers who buy those at risk in the event of a long-term illness or life-changing injury. The number of income protection products has fallen by 13% in the last...

  • FSCS ‘best practice’ proposal gets provider backing

    20 March 2018

    Aegon has backed the development of ‘best practice’ communications material by the Financial Services Compensation Scheme (FSCS) to provide consumers with a better understanding of the protection the scheme offers. The pension specialist said an industry best practice standard will create “greater consumer confidence” in retirement products and advice. Aegon’s support follows the results...

  • CII calls for industry action to help improve women’s financial security

    14 March 2018

    The Chartered Insurance Institute (CII) is calling upon the insurance and financial planning profession to help improve women’s financial security.  A new report by the CII has shown that a combination of growing debt, lower earnings and a lack of confidence about financial matters is putting millennial women at greater risk of poverty in...

  • Understanding the new annuity rules

    27 February 2018

    The new rules around annuity purchase should make shopping around easier. Dave Miller, executive general Manager (Commercial), IRESS, explains how the company has made the process as simple as possible for advisory firms via IRESS The Exchange. New rules requiring the best open market rates to be provided alongside provider annuity quotes seem straightforward,...