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Ex-Trigold CEO launches new business

Former Trigold chief executive Bill Safran has launched new technology firm Vizolution.

The business launched last week with its first product, vScreen, a web-based system that advisers can use as a step-by-step visual guide when advising on products over the phone.

It also enables secure electronic document transfer, electronic signatures and allows customers to send signed forms to advisers, banks or insurance companies.

Safran says: “vScreen enables businesses to better engage their customers remotely through instant and easy screen sharing. It enables substantial improvements in sales productivity and customer satisfaction, whilst reducing compliance risk. It also increases the level of trust and understanding from the customer.”

Trinity Financial Services product & communications manager Aaron Strutt says: “It sounds like a good idea. Judging by how difficult it can be to get documents off clients sometimes, anything that speeds up the compliance process will be popular.”



RBS hit with £390m Libor fine

The FSA and US regulators have fined The Royal Bank of Scotland a total of £390m for manipulating Libor. The fine breaks down as £87.5m by the FSA, £207m by the US Commodities and Futures Trading Commission, and £95m by the US Department of Justice. Between January 2006 and November 2010 RBS’ misconduct included making […]

RSM Tenon launches low-cost restricted advice service

RSM Tenon has launched a restricted online advice portal and telephone advice service for clients. Link2wealth uses the Cofunds platform and aims to offer a low-cost alternative to face-to-face advice. RSM says the service will offer lower transaction fees and lower risk products in comparison to its full advice service. Clients can get advice online […]


Lighthouse secures Keydata settlement discount of up to 85%

Lighthouse has agreed a settlement discount of up to 85 per cent with the Financial Services Compensation Scheme over claims against Lighthouse advisers that recommended Keydata, Money Marketing understands. Lighthouse advisers received letters from the company last week saying that following “prolonged negotiations” between Lighthouse and the FSCS, “a full and final settlement” of potential […]

Ami appoints John Cupis as deputy chairman

The Association of Mortgage Intermediaries board has appointed Sesame Bankhall Group managing director of mortgages John Cupis as the deputy chairman. London & Country operations and compliance director Patrick Bunton was promoted from deputy chairman to chairman in November as part of wide-sweeping changes to Ami’s structure which saw former chairman Lord Deben take on […]

Inheritance tax – How to declare and who pays

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays the tax. To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB is […]


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