Positive Solutions has appointed former Sesame manager Paul Rignall to oversee the development and expansion of its mortgage intermediary business. Rignall joins in the new role of mortgage manager to develop an advice and product proposition to enable Positive Solutions to build on its mortgage business.
Paul Ilott has joined Fidelity’s multi-manager team as communications consultant. The newly created role will see Ilott work alongside the portfolio managers as well as relaying the team’s views on underlying managers and market condition to IFAs. Ilott has over 20 years experience in the financial services industry, most recently as Bates Investment Services head […]
Falcon and M&E are neck and neck for top spot in this year’s Henry Samuels Marketing Services ratings of IFA networks.Market research expert Samuels says the overall findings, based on responses from 300 IFAs, indicate there is still trust in networks, despite continuing suggestions that the traditional network model is dead.Falcon and M&E have increased […]
Clients no longer have to not-ify Legal & General of any changes to their health or circumstances between the time they submit their protection application and when their policy starts.Industry practice requires applicants to advise on changes to answers on their application form until their cover starts. L&G is the first insurer to abolish this […]
Mortgage guru Stephen Knight has teamed up with Kensington founder Martin Finegold to launch Checkmate Mortgages Limited, a vehicle for creating and owning mortgage lenders.
Artemis managers James Foster, Mark Page and Laurent Millet comment on the Greek deal, describing it as “just another fudge” getting in the way of bigger developments in China, the UK and the US. To read the full article click here.
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The Work and Pensions select committee is launching a new inquiry into defined ambition pension schemes, which were legislated for but not fully implemented in 2015. The inquiry will consider whether collective defined contribution arrangements can give better outcomes than traditional DC plans, how they might be governed and whether seriously underfunded defined benefit schemes […]
Never forget that everything counts. Every aspect of your business says something about who you are, what you value and the kind of experience a client can expect to have should they choose to give you the time of day. Brochures, employees, products, packaging, wallpaper, flowers, absence of flowers – each small detail is communicating […]
Mick McAteer on being a ‘critical friend’ to the industry