From my recent experience of retention products and fees to brokers, I confirm that, if done properly, I think it puts the broker and client in a no-lose situation.I have recently reviewed three clients with BM Solutions and nine Halifax cases. Once I have obtained the client requirements, it is very easy using Trigold to compare the best remortgage product to the existing lender transfer product range. Three elected for transfer products and nine moved to a new lender when the transfer product range was not competitive. The client is happy and I get paid either way. John Rouwenhorst Mortgages, Protection & Associates Wombourne Wolverhampton
Invesco Perpetual has appointed Guy Short as finance director for its London-based specialist funds team.Short joins the group from the investment trust division of F&C Asset Management where he was company secretary for F&C’s colonial Eurotrust and the US smaller companies investment trust.Before joining F&C Short was a director of corporate broking at Merrill Lynch. […]
Liverpool Victoria is conducting a strategic review of its banking operations and will look at all options, including strategic partnerships, joint ventures or the sale of its bank.
Farepak customers who paid the firm using a Visa debit card can get a full refund of lost savings by asking their bank to start a Visa chargeback against Farepak’s bank as a refund for services not received, thanks to a loophole exposed by Money-SavingExpert.com.
Money Marketing was named personal finance trade newspaper of the year at the prestigious Brad- ford & Bingley Awards at London’s Great Eastern Hotel last week. The paper was praised for its mix of news and in-depth features.
Equity markets globally currently remain vulnerable to sharp shifts in sentiment caused by either unexpected or unwelcome outcomes in key upcoming political events (the US and German elections, Brexit and the Italian referendum). These top-down influences, combined with the current low global growth environment, will likely lead to broadly directionless markets, and prolong the current low beta return environment. We do, though, […]
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The New Model Business Academy received just over half the Government funding for its apprenticeship programme it was hoping for, which has led to paraplanner and administrator apprenticeships being shelved. NMBA, which is part of the SimplyBiz Group, announced earlier today it is opening applications for its apprenticeship programme this week. In December, it received […]
Platform Alliance Trust Savings must compensate a client after he was unable to make several investments because the online service was down. The client, Mr W, had around £2m in his Sipp fund with ATS. In late June 2016, his advisers tried to make a number of investments into specific funds, however, these did not […]
Last year, Money Marketing took a deep dive into how advisers are remunerated with an extensive reader survey. This year, we’re going even bigger and better, teaming up with recruitment consultancy BWD to bring you the definitive picture on pay. With your help, we hope to decode how qualifications, employment status, geography, gender, job title and other […]