Standard Life is issuing a pack in the New Year for advisers with clients who fall outside the PTA criteria outlined by HMRC on 19 December.
The bar for good online services has been raised yet again at the Seventh Annual Incisive Media Online Finance Awards 2006.
An online publishing service has been launched which substantially cuts the workload and cost of printing client newsletters and brochures for financial intermediary firms.
SmartMove has launched a new website which it says will give mortgage intermediaries access to underwritten adverse lending decisions for their clients within seconds.
For many offshore insurers, this is the best of times as offshore single premium sales in the UK are expected to exceed £6bn in 2006.
Leeds Building Society has expanded its online facility and case tracking functionality to include buy to let mortgages.
Eight out of ten mortgage intermediaries say the ease of dealing online is an important factor when selecting the best mortgage product on the market, according to research from Unipass.
Southern Pacific Mortgage Limited (SPML) has announced the introduction of an online facility to enable keyfacts illustration-style documents to be produced for buy-to-let cases direct from its website.
Portfolio management service FinanceCube is aiming to take industry training to a new level by offering a series of workshops and seminars through media which includes online and on podcasts.
Five years ago, the Society of Financial Advisers asked delegates at its annual conference what they would like to be able to do with technology in five years time.