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Evaluate Technologies snaps up Network Data sourcing business

Evaluate Technologies has acquired mortgageLinked, Network Data’s mortgage sourcing business.

The combined organisation will comprise of 46 staff with a total of over 200 clients.

Evaluate Technologies chief executive Paul Fradgley says: “We are delighted to have been able to complete the purchase of mortgageLinked which includes a fantastic team brimming with expertise and knowledge.

“Over the last six months, we have spoken to a significant number of their accounts who all eulogised about the proposition and the service they received. They are a natural fit with the existing team at Evaluate and together we make for a formidable proposition.”

mortgageLinked IT director Mark Higgins says: “As you’d expect, after 15 years experience in this market, there was a great deal of interest in the business, however, once we’d talked to the Evaluate team, we knew that it was the ideal partner for us.

“Evaluate is totally committed to becoming the dominant player in this market and has the talent and backing to make it happen. I can speak on behalf of the whole team by saying that we are greatly looking forward to working together in order to fulfil this desire and commitment.”


Light relief

Last week, I considered proposals for a 50 per cent income tax rate, the restriction of higher-rate tax relief on pension contributions for those with a taxable income of over £150,000 and the removal of personal allowances for those with an income exceeding £100,000.

Sesame offers training to sell GI

Sesame is setting up a training programme to help adviser firms diversify their income stream by enabling support staff to write general insurance business.

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


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