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Berkeley Morgan bids for further growth

Financial and insurance services company Berkeley Morgan Group, which

includes Berkeley Morgan IFA, has appointed Ray Kuhler, 41, as an executive

director. Kuhler&#39s appointment is to assist continued growth following the

group&#39s recent acquisition of IFAs Moneyhill and Gee & Co.

He was previously a director of business developments at Skandia, where he

spent 14 years.

Kuhler will be responsible for developing new distribution channels and

will be managing director of the group&#39s new broker consultancy services

division, BM Agency Services.


TV couch potatoes

Scottish Equitable Protect says a lifestyle of hard drinking, heavysmoking and a poor diet does not have to affect premiums forcritical-illness and life cover. The office is urging IFAs to encourage clients to protect themselvesfinancially against the unhealthy effects of drinking, smoking and obesity. ScotEq Protect says people with unhealthy habits can still benefit fromcompetitive […]

Small mutuals may not survive N3, says KPMG

Smaller mutuals will struggle to survive next year when the costs ofstatutory mortgage regulation begin to bite, warns an independent reportinto the building society sector. The report, compiled by auditor KPMG, claims the financial burden ofregulation will hit societies hard on top of rising running costs. It comes amid rising industry fears that the administrative […]

Standard bearer

There are over 4,000 mortgages available in the UK. If this choice is notbewildering enough for the borrower, these mortgages come in a variety ofshapes and sizes – special rates for different periods as well as differentconditions and offers. There are also different methods of calculating mortgage interest,including tracker rates based on the Bank of […]

&#39Equitable backlog is costing investors thousands&#39

IFAs claim that Equitable Life could yet face more compensation claimsbecause its admin backlog is causing policyholders who want to transfer tomiss out on thousands of pounds. IFAs say their clients are missing out on lucrative annuity rates becauseof the admin delays at Equitable in completing transfers. This is because an openmarket option transfer quotation […]


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