Press & News Find our latest news stories below




Posted on 23rd March 2011

Posted By Katie Brigden

Tags RDR, Brokers, Fees

Share this story
Brokers must be prepared for greater competition Post-RDR RDR creates opportunities and significant threats Durell, the UK's leading universal adviser technology platform provider for financial, mortgage and insurance advisers warns that the implementation of the Retail Distribution Review at the end 2012 could be the single largest threat for personal lines business since the growth of aggregators at the beginning of the century.

Durell has already seen a significant increase in general financial and mortgage brokers looking to offer personal lines and protection business which is a trend that will increase significantly when advisers are required to work on a fee only basis.

The RDR will create two types of adviser warns Durell, the specialist for whom the fee based structure will be an easy transition to adopt and the more generalist, for whom charging fees will necessitate broadening their financial offering, and personal lines will be an easy option as the core data necessary for the provision of a policy will already be collected in the fact find. Durell designed its platform to accommodate the more generalist financial planning proposition focusing on holistic advice simple and inexpensive technology.

Robert White, CEO, Durell Software, comments,
"My advice for any broker that has a large personal lines book is to look at the RDR as a potential opportunity and potentially broaden the offering into the core financial products that consumers will need. Our data shows that most consumers' requirements are straightforward and those that do not fit the norm can be transferred to a specialist, what's important is retaining your existing clients."
This article has been featured on the following websites:
Best Advice
Financial Times
Posted on 14th April 2008

Posted By Katie Brigden

Tags General, Factfind, Custom

Share this story
New customisable fact find offers complete flexiblity Durell Software today announced the launch of their new fact find system, available free of charge to all supported users as part of their “Financial Adviser” and “Mortgage Manager” systems.
• Entire layout is customisable (i.e. questions, sequence, totals and style)
• Re-defined layouts are immediately printable
• Fact finds may include coloured logos and pictures
• Durell also offers a layout design service for busy IFAs and networks


Optional extras include:
• Can be displayed both on local system and via the IFA’s website
• Allows clients to enter or amend details directly via the website
• Green initiative to reduce fact finding trips (and increase sales days)
• A secure server and web space are provided within this cost

A ready-made set-up is provided, however the IFA can customise the layout by editing the questions, their order, the headings, totals, fonts, and other stylistic aspects. A preview facility enables the IFA to check the appearance of a new layout. All such new layouts can be printed immediately using exactly the same fonts and colours. The fact-find can be designed to match the existing house style of the IFA’s website, ensuring consistency

Tim Ames, Director of Cathedral Financial Management in Exeter comments:
"We have been users of the Durell system for 15 Years. Their progressive and forwarding thinking approach is clearly demonstrated by this new key feature to the software. Most IFAs do not want their hands tied by a third party when establishing their business model. Durell gives us the flexibility to succeed in the post RDR environment".
This article has been featured on the following websites:
Best Advice
Financial Times









Home | Products | Services | Press | Contact | Updates | Manual | Download | Links | Sitemap | Admin
© Durell Software Ltd 2008 - 2012 | Designed and Managed by Durell Valid XHTML 1.0 Transitional  5 stars5 stars5 stars5 stars5 stars5 stars5 stars
Durell provides solutions for IFAs and mortgage brokers, as well as general insurance brokers dealing in personal lines or commercial insurance. Its solutions include paperless office, complaint management, financial planners, factfinds, FSA compliance, diaries, contact management and accounting software. It is suitable for registered individual financial advisers, IFA networks and national IFAs. It includes a mortgage fact find and investment portfolio manager with on-line contract enquiry for instant valuations. It encompasses mortgage adviser software, mortgage broker software, wealth management software, back office software, financial planning software and software for independent financial advisers.

Software | Back Office | Financial Adviser | IFA | Provider | General Insurance | Life and Investments | Insurance Brokers | System | Database | Solution | CRM (Client Relationship Management Software) | Policy administration | Factfinds | Full Accounts | Pensions | Personal Lines | Commercial Insurance | Insurecom | Full cycle EDI | Online contract enquiry | Paperless office | Financial reports Durell's Life & General software is a combined back office paperless office system for advisers / brokers. It includes client information and accounts software with paperless office software for both financial advisers and general brokers. It is a paperless office software package with software for advisers and brokers, or a paperless office system for advisers / brokers. Also known as a CRM system with EDI, it is a combined System for IFAs and General Insurance Brokers and includes software for IFAs and Insurance Broker. Durell is Back Office Software with Insurance quotes. It is also IFA Software, which is software for Financial Advisers, also known as Back Office System for IFAs, CRM system for IFAs, Financial Adviser Software, IFA paperless office, IFA software, Financial adviser client software or IFA client database software. It includes fee timer software with retainers, which is ideal for RDR. Durell's "General Broker" software is EDI Software with a General insurance client database and paperless database for general brokers. It can be considered as Insurance software, General insurance software, General broker paperless office system, General Insurance Software with EDI, Software for Insurance Brokers, Back Office Software for Insurance Brokers, Insurance Broker Software or Software Solutions for Insurance Brokers.