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Boost for adviser equity-release referrals

A third of equity-release referrals came from advisers over the first quarter of 2009, according to Hodge Lifetime.

The equity-release provider’s survey found that 34 per cent of referrals came from IFAs, up from 21 per cent at the end of 2008. Introductions generated from newspaper editorial and press advertising halved to 11 per cent from 22 per cent.

Hodge Lifetime managing director Jon King says IFAs should do more to market their equity-release advice.

He says: “If you look in any Yellow Pages under equity rel-ease, you will just find a list of direct providers. IFAs need to get out there and get some local awareness going. It is all about marketing. If you are an adviser talking to clients over 50, you are missing a trick if you are not recommending equity release,”


Millward joins Jubilee

Ian Millward has joined Jubilee Financial Products, an investment boutique, as the head of UK distribution. He was formerly the marketing manager at Chase de Vere, an independent financial adviser.Jubilee Financial Products targets the high net worth sector of the market, and was founded by Adam Habib, a derivatives specialist who used to work for […]


Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.


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