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Comparison site launches ‘Find an Adviser’ service

Comparison website has launched a “Find an Adviser” service ahead of a move into the annuity space. 

Advisers can sign up for leads from people in their local area but must agree to provide 30 minutes worth of free financial advice to people who request a meeting. says it will not charge for leads, but will split the affiliate business it receives for mortgage and insurance products 50/50, with a deduction for low-value travel insurance and for clawback where it is a possibility.

The service works as part of’s affiliate scheme, PTM Partners, where advisers can set up a white-labeled version of on their website to provide an execution-only option to clients. managing director Michael Ward says: “We know sometimes our clients want advice and we want to be able to put forward suitable professionals to them.

“We are about to launch a market leading annuity service which we feel needs to be backed up by an advice option for larger fund sizes so issues like flexible drawdown, phased retirement and fixed term annuities can be discussed.

“I hope to attract more quality advisers and financial planners to be part of the service going forward.”



FCA explains procedure for investigating own failings

The Financial Conduct Authority has set out how it will decide whether to investigate and report on possible regulatory failure. As the FSA, the regulator published reports examining its role in the failures of Northern Rock and Royal Bank of Scotland and in Libor rigging. Under the new regulatory structure, the FCA will have to […]


Mike Kellard: New share classes are not in clients’ interests

I have been watching the recent debate on clean share classes with interest and have a few observations about how the industry should embrace the changes. A week may be a long time in politics. It certainly seems to be in the platform world right now. While everyone was waiting with baited breath for the […]


Tesco to launch annuity comparison service

Tesco is expanding its comparison service to include annuities. The FT reports that the Tesco Compare service, which is currently used for car and home insurance quotes and better deals on household bills, will introduce customers to UK annuity providers subject to regulatory approval. <!– <!– –> –> Tesco says it has no plans to use […]


Peter Hargreaves jumps to 47 on Sunday Times Rich List

Hargreaves Lansdown founder Peter Hargreaves has soared up the Sunday Times Rich List to become the 47th richest person in Britain, with an estimated wealth of £1.5bn. Hargreaves, who stepped down as chief executive of the firm in 2010 but remains on the board, ranked in 90th place in last year’s Rich List. Co-founder Stephen Lansdown […]

Life cover for life

When someone mentions whole of life plans, most people will think of a niche product that serves as an inheritance tax planning tool for high-net-worth clients. And it’s really not surprising they’ve been pigeonholed in that waybecause before the arrival of RDR in 2013, that’s more or less exactly what they were. For advisers thinking […]


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There are 3 comments at the moment, we would love to hear your opinion too.

  1. With the split being 50/50 for Mortgage and Insurance products (no idea what the split is for Annuities or Drawdown products) I can’t see there being many takers especially if the IFAs firm is taking a cut too!!!!

  2. @ Ian 2.52pm- Agree with your thoughts. It may suit one man band advisers though.

  3. Ian

    Would totally agree with your comments above but at least they are authorised and regulated and pay FCA fees!.

    I would like to know when the regulator is going to take action against firms offering this type of service without authorisation.

    Surely IFA’s who sign up for this service are just cutting their own throats.

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