View more on these topics

Epoq sets up online will deal for brokers

Law firm Epoq is offering an internet-based will-writing service for brokers and fin- ancial advisers.

The firm claims that the service will enable advisers to purchase an outsourced will service at wholesale rates, which can then be marked up to clients to maximise profits.

Broker Wills will also provide various tools online, such as marketing materials, free will planners for clients and a lead-generating facility.

Epoq says the firm has inv- ested 10m in its technology and it is also pushing the fact it can provide a will with no need for forms, no joining fee and no requirement for PI insurance. The service can be found at www.brokerwills.co.uk.

Broker Wills head of sales and marketing Jack Storey says: “As an IFA myself, I had been using other will-writing serv- ices to complement my practice but I wanted to control my own pricing, make bigger margins and get paid up front.”

“Financial advisers undertaking a fact-find are obliged to ask clients whether they have a will. Often, the need is there but no solution offered. Being able to provide a well-priced service to clients offers the adviser greater customer satisfaction and increased profitability.”

Recommended

Gmac launches exclusive range for packagers

Gmac-RFC is launching a new range of non-conforming products exclusively for packagers and remote processors.Gmac is keen to build on its relationship with the packaging sector and will be launching further packager-only products.The non-conforming three year fixed rate has four levels of adverse for both standard and right to buy mortgages. LTV starts from 75 […]

Lloyds TSB and ING top Tulip HNW survey

Lloyds TSB has the most high and ultra high net worth customer relationships while ING comes top for customer wealth in this sector, according to a Tulip Financial Research survey.For customer relationships the research found Lloyds TSB has 174,000, followed by Barclays and Natwest, each with 137,000, and HSBC with 132,000.In terms of liquid wealth […]

Leeds is extending its non-income verification on its mortgage products

Leeds Building Society is extending the terms of its non-income verification on its mortgage products, now available on a product specific basis.A new 2-year fixed rate at 4.95 per cent for self-cert has been launched available up to 75 per cent LTV.It will allow 10 per cent capital repayment each year with a 0.75 per […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com