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Consolidator review one year on: Have IFA acquisitions changed?

A year after the FCA reviewed advice firm consolidators, big players are continuing to buy up financial planning businesses with little further protest from the regulator. AFH, for example, started 2018 with a bang, announcing that it has acquired the assets of Hertfordshire advice firm Monopoly Financial Consultants in a £600,000-plus deal. It caps a […]

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Another IFA pulls DB transfers after FCA review

Advice firm Bartholomew Hawkins has stopped its defined benefit transfers following a meeting with the Financial Conduct Authority. According to the FCA’s register the company must “immediately cease all regulated activities relating to defined benefit pension transfer business for which the firm has Part 4A permissions”. The register says the firm ceased work on DB […]

How do you choose the best online service?

By Ross Jackson, senior marketing manager There are many different protection online services available in the market and no doubt you’ll have used a few when submitting protection business. But why should you have to put up with slow, unresponsive sites for your business when you’re used to dealing with slick, modern user experiences in your […]

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