Cirencester upgrades IFA facing IT

clock

Cirencester friendly is replacing its legacy IT systems.

The income protection provider has appointed Transactor Global Solutions to provide: a fully functional Financial Adviser website allowing advisers to conduct business online and a fully functional Members website to handle Member enquiries and simple changes to Member details

The system will also manage current and future income protection contracts, provide decision makers with key information and reports, and increase efficiency and effectiveness of staff to enable improved sales.

The new software will also automate Cirencester's internal workflows and workflows and processes and will support Cirencester friendly's development strategy.

Paul Hudson, chief executive of Cirencester friendly said, ""The undertaking of a major project such as the replacement of an existing IT system, is one that requires a sensible and cautious approach.

"It is very easy to let the cost of these projects spiral out of control and as a mutual organisation the cost of developing and implementing any new system is carried by our Member owners.

"We are confident that by working with TGSL we will be able to deliver a system that both supports Financial Advisers and our Members and provides the platform that will enable the Society to thrive and prosper over the coming years".

More on Income Protection

National Friendly adds protection products to Primis panel

National Friendly adds protection products to Primis panel

Bringing specialist protection products to a wider adviser and client base

Jaskeet Briah
clock 06 July 2026 • 1 min read
Royal London updates IP proposition

Royal London updates IP proposition

Modern working lives

Cameron Roberts
clock 01 July 2026 • 2 min read
IPTF launches 7Families Revisited series

IPTF launches 7Families Revisited series

Revisiting three original families

Jaskeet Briah
clock 29 June 2026 • 1 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read