Campaigners call on Planners to log LOA stresses

A group of industry campaigners has called on Financial Planners to estimate the cost of relying on hard copy Letters of Authority (LOA).

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James Hay adds digital Letter of Authority service

Adviser platform James Hay has partnered with Origo to launch a Unipass Letter of Authority service.

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Letter of authority delays frustrate Planners

Delays in getting responses to letters of authority (LOA) and transfers are causing a headache for Financial Planners who are seeing client engagement levels drop as a result, according to a new report.

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