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Exchange offers best service, say advisers

The majority of IFAs believe The Exchange offers a superior service to Assureweb and IFA Engine.

The State of the IFA Nation poll shows 71 per cent of IFAs believe The Exchange offers the best service compared with 16 per cent opting for Assureweb and 9 per cent for IFA Engine while 11 per cent did not state a preference.

Looking at mortgage platforms, The Exchange and Mortgage Brain are each backed by 25 per cent of respondents. Behind them is Mortgage 2000 with 16 per cent, Trigold with 11 per cent and 30 per cent not listing a preference.

The Exchange PR manager Charlie Musson says: “This shows the breadth and depth of our service and the number of providers and products we have to offer. This is key for IFAs who want to be able to search the whole marketplace. Mortgages is just one part of our service.”


Drop the pilot

Given the success of reality TV, perhaps we need a show based on someone getting their financial affairs in order. If people are prepared to watch a show based on budget airlines, why not film those planning for their future?Last week, I attended a meeting at the Treasury to witness the launch of the generic […]

Plugging a tax leak

Over the past few weeks, I have been looking at the importance of the dividend yield in driving overall returns from equities. With the average yield on the FTSE approaching 4 per cent (and with the chance of capital growth in addition), it is not hard to see why this subject has created so much […]

&#39Flat-rate second pension to close gap&#39

The ABI is calling for urgent reform to the state pension by introducing a flat-rate second pension that it claims would lift state provision above the minimum income guarantee.It warns that without fundamental change, the gap between basic state pension and the pension credit will increase, leaving up to 82 per cent of pensioners on […]

SEI offers two ringfenced WP offshore funds

Scottish Equitable Inter-national is offering two new ringfenced offshore with-profits funds available to investors through its Dublin investment portfolio.SEI says it is the first firm to offer a ringfenced offshore fund which meets the requirements stipulated under the Sandler review and FSA with-profits review for transparent charges and smoothed returns.The with-profits growth fund will invest […]


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