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Composite adviser is nothing new

I was so pleased to learn from Shaun Godfrey in a recent edition of Money Marketing that the “composite intermediary is here”.

What does he think a huge percentage of high-street IFAs have been doing until now? Even the FSA, which is not always considered to be too far ahead of the game, has a “simplified” process for IFAs already regulated by the FSA to extend the regulatory cover to mortgages and general business.

Apparently, there are many thousands of applications being considered. Welcome to the club, Mr Godfrey.

Malcolm Lindley



IFA calls for focus on Provident Mutual policies

A Glasgow IFA says clients with endowment-style products sold by Provident Mutual have had no communications about the endowment review. Internet IFA director Alex Docherty says the “flexible mortgage plan”, which was inherited by Norwich Union when it bought Provident Mutual, was sold as a long-term investment product to pay off a mortgage at a […]

Adam Norris

There are few managing directors younger than Adam Norris of Pensions Direct, the pension arm of Hargreaves Lansdown. At 33, he has achieved a higher level in the industry than most do in their entire career. Since joining HL in 1999, Norris and his team have built up one of the most experienced and successful […]

&#39Interest rate rises beginning to bite&#39

June saw house prices rise by just 1.2 per cent – the smallest gain since last November, according to the Halifax&#39s monthly house price index. The gain was well below the average monthly rise of 2.1 per cent in the previous six months. Halifax says this suggests recent increases in the cost of borrowing are […]

Bright Grey rethinks life cover rates

Protection provider Bright Grey has made changes to its life cover rates. The firm hopes the changes will help it move up the comparison tables in certain areas of the mortgage protection market, with changes being most effective for non-smokers aged 30 to 40 with terms of more than 25 years. There is average fall […]

The Merchants Trust PLC – April 2017

Welcome to the latest update for The Merchants Trust PLC from the Trust’s portfolio manager, Simon Gergel. Portfolio Review The Merchants Trust reported results this month and the directors were pleased to announce a 35th consecutive year of dividend growth (subject to shareholder approval at the AGM). The Company is proud to be highlighted as […]


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