Legal & General have been working closely with five partner firms to ensure that the solution and the training required exactly fits the needs of Legal & General’s distributors.
Simon Maskell, proposition director, Legal & General Network, said: "We are confident that Intelliflo’s IO system will help to make our Network’s transition into the post-MMR industry as smooth as possible.
“We have implemented IO to enable us to manage regulatory obligations now and in the future much more effectively, and produce clear and robust audit trails as the number of advised sales, begin to increase post-MMR.
“The move to IO is a key element of our long term commitment to ensuring that Legal & General’s distribution network is the strongest in the market.
“We have made a huge investment into making sure the system is tailored for our ARs, offering excellent adviser and customer experience. And with further enhancements planned later this year and next, it can only get better.”
Dave Chessell, chief commercial officer, Intelliflo, said: “We are pleased to see that our Intelligent Office solution has helped Legal & General prepare for the changes that come with the MMR.
“Regulation is one of the key challenges that the mortgage market will have to face as of the end of April, and having the appropriate system to accommodate these changes is essential. IO will enable greater efficiency and productivity in a compliant way.”
