New site promotes EIS and other tax-efficient investments, which cannot be directly marketed or advertised.
The benefit will be available to both existing and new policyholders.
PR company’s study of adviser websites and social media presence finds room for improvement.
Regulator’s final rules for social media urge caution when repeating messages relating to recommendations.
The use of technology can help reduce the cost of delivering retirement savings and improve consumer engagement with financial services.
Industry experts debate potential impact of genomic testing on underwriting process in future.
Analysis & Opinion
Paper shows policymakers couldn’t keep to 140 characters if their lives depended on it.
Mar 10, 2015
Daniel Harrison has launched the system at the network’s conference in Manchester.
Companies & People| Mar 09, 2015
Boss claims growth is in part due to online service that enables savers to add micro-payments to investments.
Mar 05, 2015
Firm also signs new five-year deal with Intelliflo, to have its Dynamic Planner used by advisers in Intelligent Office.
Mar 02, 2015
Adviser feedback incorporated into the development of the site build, which went live on February 16.
Feb 13, 2015
Existing employee benefit capabilities will be rolled out in the run-up to - and beyond - the April at-retirement reforms.
Feb 12, 2015
Tool signposts people to the government’s guidance guarantee service as well as regulated advice.
Feb 03, 2015
Independent ratings cover general insurance, life and protection, self-invested personal pensions, and investments.