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| adviserzone is Standard Life group's dedicated website for advisers,
healthcare intermediaries and mortgage introducers. The site has been
designed to make it easier for you to find the products and services you
need from Standard Life. | | Website | |
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| Through this unique internet portal you’ll find a comprehensive range of products from over 25 leading providers. In seconds, Assureweb can deliver quotes for term and critical illness, mortgage protection, income protection, investment bonds, Family Income benefit, Pension Term Assurance, annuities, personal and stakeholder pensions. With Assureweb you can source products, obtain and refine quotes, link to provider extranets and write new business in minutes- all in one place. | | Website | |
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| Defaqto is an independent product research business, that originates, evaluates and distributes a vast array of data to the financial services industry through a range of database products and consultancy services. | | Website | |
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| IFA Systems Ltd offer a wide range of websites and website solutions to help Financial Advisers serve their clients more effectively and efficiently | | Website | |
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| Screen Business delivers professional, integrated and bespoke web design for IFAs, with online client reporting and interactive financial planning tools.
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| eMoneyfacts includes whole of market sourcing and data pages for mortgages, investments, life assurance, annuities, savings, business finance, personal finance and much more. | | Website | |
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| A website designed to provide information to IFAs, Tied Agents and Mortgage Brokers | | Website | |
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| Plum Software is a registered Origo Standards Holder | | Website | |
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| Unipass® is a free-to-use replacement for usernames and passwords in the UK financial services sector. | | Website | |
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| Clerical Medical is all about investing for the future. We've been experts in our field for over 180 years and we're confident about the future. We're committed to working in partnership with you, developing innovative and flexible products. | | Website | |
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| Cofunds, the UK’s leading independent investment platform administers over £9.5bn worth of investments on behalf of thousands of intermediaries and investors. Cofunds, is 100% committed to the intermediary and provides access to over 900 funds from more than 50 different fund groups. Through its relationship with Legal & General it brings platform benefits to the Legal & General Portfolio Plus investment bond and Portfolio Plus SIPP. | | Website | |
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| Legal & General is one of the UK's leading financial services companies and are one of the UK's top 50 companies in the FTSE 100 Index. Over 5.6 million people rely on Legal & General for life assurance, pensions, investments and general insurance plans. | | Website | |
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| Financial Express (FE) is the main provider of fund data in the UK. It collects over 50,000 prices daily from 1400 institutions globally. As there is no fund exchange, it needs to have a direct relationship with each institution. It checks and databases the data and then disseminates it to a wide range of newspapers, other publications, data vendors and major financial corporations. As a result, customers are receiving data and applications entirely from the same source - an efficient, one-stop shop. | | Website | |
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| Friends Provident Life and Pensions Ltd is part of a FTSE 100 company comprising three core business areas: UK life and pensions, international life and pensions and asset management. Friends Provident prides itself on developing award-winning end-to-end online services that enable financial advisers to submit and track business from their desktop. We work closely with Plum Software to ensure that the solutions we develop work in synergy with your back office system. | | Website | |
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| Transact is the UK's independent wrap service for financial advisers | | Website | |
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| Abbey for Intermediaries offers Mortgages, Protection, GI, Investments, Pensions and Wrap products provided by Abbey, Scottish Mutual, Scottish Provident and Abbey National Asset Managers. Policy valuations are available for Scottish Mutual Bond products.
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Compliance First is:
· 1st for adding value to your business
· 1st for raising standards
· 1st for helping you increase your profits
· Providing bespoke and complete compliance and business solutions to over 1000 advisers across the UK we are constantly aiming higher and raising the standard of professional support.
As part of our professional Directly Regulated support services we offer:
· On site monitoring and compliance consultancy
· Desk based technical support
· Online resource library
· Suitability templates
· Regular technical training events
· Regulatory updates
Call 0141 616 4161 to find out why Compliance First are the first choice for your business needs.
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Winterthur is part of AXA UK and is a provider of focused investment and retirement solutions and support services distributed through quality Financial Advisers to their high net worth clients.
The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence, which was reflected in the company winning Company of the Year and two Five Star service awards at the Financial Adviser Space 01 Service Awards 2007.
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| Scottish Widows has been working to help people plan their financial futures since it was founded as Scotland's first mutual life office in 1815.
We are dedicated to supporting Intermediaries in all aspects of their business and are continually updating and improving our online services to meet the market requirements.
To find our more about how Scottish Widows can help you, click the below link: | | Our Website | |
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| The Timebank is the longest established, fully bespoke Paraplanning service in the UK.
They have built a reputation in the industry for integrity, technical excellence and above all commercial awareness through embracing the need for high quality individuals supported by innovative technology.
Rather than seeing itself as a service, The Timebank operate as a partner to its IFA clients, going to great lengths to discover not only their needs, but most importantly their aspirations and goals.
Their Paraplanners are either Chartered or Certified qualified and they are supported by a team of administrators.
Their clients range from individual adviser firms through to Micro Boutique Wealth Managers and Discretionary Investment Managers up to larger firms with national exposure all of whom have moved from, or are moving from, the transactional model.
Aside from the day to day case work, The Timebank spends a great deal of their time helping their IFAs develop and adapt to the changing market place through providing a distinct, individualised, compliant service based on sound financial planning principles.
Above all else, The Timebank believes that helping IFAs to have satisfied clients is helping IFAs to build a sustainable, profitable business model.
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GB Group, the UK’s leading Identity Management organisation is working with Plum Software to provide an electronic identity verification solution for the IFA sector. The integration of GB’s software, the UK’s most comprehensive national electronic identity verification solution into Plum’s software, helps clients reduce the cost of AML compliance.
IFAs are at the forefront of regulatory pressure to validate the ID information that they receive from their clients. However, to remain competitive in the current economic climate, firms are consistently being forced to look at creating business efficiencies to cut internal costs wherever possible.
There is no doubt that current (usually paper-based) identity-checking procedures are inefficient, insubstantial - and worst of all, time-consuming. Optimum use of staff time can make a positive difference and there is no doubt embracing the latest innovations in ID checking procedures can significantly reduce compliance costs.
GB’s solution transforms customer ID verification from a time consuming and expensive process into the complete paper-less office solution. IFAs can perform identity verification, PEPs and Sanctions checks all from within their existing software, removing the need for duplicate data entry.
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