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.
AXA Wealth is part of the AXA Group, one of the largest companies in the world. We distribute a range of pension and investment products to help meet the needs of you and your clients. Our aim is to support you and your businesses by providing market-leading propositions and business consultancy.
Our proposition consists of
• Elevate – a flexible wrap platform;
• Pension and onshore investment solutions
• AXA Wealth International (AXA Isle of Man and AXA Life Europe) – for offshore investment expertise;
• Architas – our investment and multi-manager specialists; and,
• Business support services – technical sales and business consultancy.
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.
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.
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.
Distribution Technology is a leading provider of financial planning & practice management technology. Founded in 2003 the organisation serves more than 200 intermediary firms from the largest nationals, networks and service providers, to high quality local and regional advisers and bank owned wealth managers. Over 3,000 advisers regularly use DT’s award winning, core product Dynamic Planner to profitably profile, plan and manage their wealth clients and on a busy day Dynamic Planner will support the creation of over 1,000 pieces of wealth advice. DT works with more than 50 asset management firms to risk profile over 500 of their funds, representing more than £50bn in invested assets and helping advisers assess their suitability. Dynamic Planner is integrated into a growing number of investment platforms, enabling advisers to gain straight through new business processing and valuations, dramatically reducing the cost and risk of servicing their end clients.
We aim to “enrich the financial relationships our clients have with their customers”. This means putting our clients first and helping them to profile, plan and manage their customers’ long term financial needs better than anyone else. It also means ensuring our applications deliver profound insight into the customer’s financial situation and enable our clients to build and manage strong and profitable relationships, as a result of using them.
eMoneyfacts includes whole of market sourcing and data pages for mortgages, investments, life assurance, annuities, savings, business finance, personal finance and much more.
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.
Part of AXA’s life and pensions business in the UK has joined with Friends Provident to form a new group called Friends Life.
Friends Life 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 Life 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.
GBGroup, 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 GBGroup’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.
GBGroup’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.
IFA Systems Ltd offer a wide range of websites and website solutions to help Financial Advisers serve their clients more effectively and efficiently
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.
We are integrated with Plum Software allowing you to easily synchronise client data between Plum and Morningstar systems.
How We Help Financial Planners, Independent Advisers and Restricted Advisers
At Morningstar, we're known for our independent investment research but we're also experts in business, with tools and services to help run your office more efficiently. That's why hundreds of thousands of financial advisers and planners trust their practices to us, so they can focus on what's most important—serving their clients.
- Streamline Your Practice
- Sharpen Client Communications
- Deliver Informative Reports and Proposals
- Research Investments and Construct Portfolios
- Manage Client Accounts
- Advance Your Expertise
Please get in touch to discuss how Morningstar can benefit your practise. You can contact us on 0800612839, or by completing this quick contact request form.
You can register for free on www.nmba.info to receive business development and exam support, including FREE downloadable papers and study material.
Due to the various options available in attaining your diploma, NMBA have produced a matrix of the main routes with their main features, to help advisers choose the most appropriate qualification in attaining QCF4 within the RDR timescale. As there is still a great deal of confusion in this area, this matrix guide, being in a very easy to understand format, is a must see document for all advisers pursuing the diploma.
Novia provides one of the UK's leading wealth management platforms for investment advisers and their clients.
Offering a comprehensive, full wrap service we use market leading technology and a highly experienced team to deliver intelligent wealth management. We are independently owned, committed to the market for the long term and have no investment bias. As the UK's investment landscape evolves we are well placed to meet the future challenges of the RDR and a changing marketplace.
The Novia platform offers real benefits to advisers and clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.
Advisers can efficiently manage their clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure ready for the future.
Clients can view all of their investments online and in one place, access investments with discounted charges and see exactly what and how they are charged.
Our aim at all times is to support the relationship between adviser and client - providing the service needed for all to benefit from intelligent wealth management.
Nucleus is a wrap provider founded in 2006 by a number of quality IFAs to initiate a sea-change in the investment and pensions market.
Parmenion is a leading specialist partner for Financial Advisers wishing to build their own centralised investment proposition. We provide investment solutions to hundreds of Adviser firms, combining our award winning online platform based administration with discretionary investment permissions.
We enable Advisers to create their own investment proposition so they can run efficient, scalable and profitable businesses.
Independent and privately owned, we are backed by some of the most experienced technology, investment and fund management professionals in the industry.
Secured Loan Submission & Decisions Online. Great commissions. No hassle. We handle everything for you.
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:
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.
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.
Unipass® is a free-to-use replacement for usernames and passwords in the UK financial services sector.