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Abbey appoints new customer relations head

Abbey is appointing Keith Morgan as director of economic & financial insight to be responsible for ensuring the profitability of the provider&#39s approach to customers and the design of its accounts and services.

Abbey customer director Angus Porter says: &#39&#39Our aim is to be a leader in personal financial services in the UK and the key to that is developing long-term relationships with customers rather than relying on their inertia as a reason to stay with Abbey. To do that, we need to understand what matters to customers and how we can meet these needs”.

Morgan says: “This is a tremendously exciting opportunity to bring financial and marketing disciplines together to reinvigorate a powerful customer franchise.”


Coventry Building Society – Altogether Better Offset Mortgage

Type: Discounted-rate offset mortgage Discounted term: Until March 31, 2009 Discount: 1.44% Payable rate: 4.6% Minimum loan: £1 Maximum loan:Up to 95% of valuation subject to a maximum of £500,000 Income multiples: Dependent on loan to valuation and salary band Redemption fee: None Arrangement fee: £199 Flexible features: Overpayments, payment holidays up to three months […]

MPs back keeping call centres in UK

Labour MP Michael Connarty has filed an Early Day Motion supported by 43 MPs backing providers like Alliance & Leicester, Royal Bank of Scotland, Nationwide, the Co-operative Bank and Halifax who have decided to keep their call centres in the UK. Connarty wants to see more providers make a commitment to keeping their customer services […]

GE Life bonds with property mix

GE Life&#39s capital secure investment plan is a capital-protected bond that is linked to the FTSE 100 index and the Halifax House Prices Index over a six-year term. Investors in this product receive their original capital back regardless of how the indices perform and also get 100 per cent of the average growth across both […]

JLT appointed by Abbey for pensions outsourcing

Abbey National Financial and Investment Services is appointing Jardine Lloyd Thompson for the outsourcing of the entire Scottish Provident defined benefit client portfolio. The contract runs for up to five years and is worth up to £2.5m. Another contract has been signed for JLT to administer Scottish Mutual&#39s defined benefit portfolio. JLT head of corporate […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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