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Hub aiming to help IFAs with marketing

A company aimed at helping advisers market their serv-ices to clients is launching this week and is free to UK-registered advisers. allows advisers access to a system to create their own marketing material by choosing from a range of designs for reports, emails, newsletters or mailings.

The site is free to use and is sponsored by several fund management firms, including M&G, Gartmore and JP Morgan. The company says it is in talks with life offices to get sponsorship on the life and pension side.

Advisers can choose from a database of articles on pensions, investments, mortgages and other areas of personal finance and put them into a newsletter format to email or post to clients.

The service aims to help advisers improve client loyalty and increase business, particularly among advisers who have little time to communicate with their clients.

Director Lesley Hankin says: “The opportunities for advisers to realise the potential of professional marketing communications has either been very expensive or inflexible. This offers them a vast library of content and expertise, combined with a fully customisable application, which helps generate not professional-looking material which is tailored directly to the clients they are targeting.”


FTB deal offers personal loan with mortgage

BM Solutions has introduced its eagerly anticipated first-time buyer product, modelled on Northern Rock’s successful Together offering which allows friends to club together and buy a property.BM expects a significant proportion of customers to be past homeowners. with borrowers likely to be in their early 40s, or graduates and professionals with high potential for income […]

Knight strider

David Knight of Pace Financial Solutions has returned from a 10-day hiking challenge in the US, taking in Zion National Park, Bryce Canyon and the Grand Canyon.Knight has so far raised £5,250 and is still raising funds for Macmillan Cancer.He is no stranger to this sort of challenge after walking the Inca Trail in Peru […]

Defaqto unfazed by Capita ownership of Synaptic

Defaqto has responded positively to the news that Capita has bought Synaptic Systems despite industry concerns that this puts Synaptic in a financially and strategically stronger position regarding the IFA market. Defaqto says with over 1,000 IFAs signed up to use Aequos Engage it is unconcerned, saying it welcomes the competition.Marketing director Kate Marsden says […]

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Fit for Work: guidance for employers published

On Friday, the Department for Work and Pensions published its guidance for employers on using the new Fit for Work (FfW) service to help ill employees return to the workplace. It also includes more details on the tax exemption for medical interventions that commenced on 1 January 2015.


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