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House of Finance chooses Trigold

House of Finance launched on July 1 as a national network of mortgage consultants and has chosen Trigold technology to provide a wholly customised mortgage sourcing service to brokers.

Licensed mortgage consultants will use a white-labeled version of Prospector and Compliance Shield to source from two available panels, a packaged panel with enhanced procuration fees and a direct to lender club panel.

Trigold joint managing director Bill Safran says: “We have worked closely with House of Finance to customise our systems to their exact requirements. The sourcing software offers intelligent compliance prompts throughout the sales process and Compliance Shield removes a significant compliance burden from advisors as documents are captured automatically.”


Critical view

Out of a possible 120 points, the Lifesearch analysis places Scottish Widows last in the 11horse race with 56 points, with Scottish Equitable second from bottom with 63 points and Standard Life on 70. The analysis of the leading critical-illness insurance providers is aimed at helping consumers and intermediaries improve their understanding of the market. […]

Abbey offers ideas for A-Day plans

Abbey for Intermediaries has put together a pension simplification pack for IFAs for use in the run up to A-Day. The pack highlights how some of the new rules could hit clients and points to pension planning opportunities for IFAs that will come from the new rules. It contains a guide to maximising business opportunities, […]

Investec extends deal

Investec Asset Management is extending its deal for free Pep and Isa transfers to its cautious managed and managed distribution funds after transfers quadrupled since the offer started in May. The initial commission offer of 4 per cent and 0.5 per cent discount has been extended to September. In the first month of the offer, […]

Two new managing directors for PIFC

Employee benefits and HR constancy PIFC is appointing David Tildesley as managing director of its corporate consulting division and Peter Taylor as managing director of its corporate benefits division. Tildesley joins from Prudential where he was business to business director, successfully growing market share within the Prudential&#39s pension practice against difficult market conditions. Taylor returned […]


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