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IFA online searches increase

Online financial website directory says its listing of IFAs rose to the fifth most visited category in October from eighth position in September.

Find&#39s traffic figures for last month ranking financial categories in order of most to least visited revealed interest is growing in advice-based products.

Venture capital and business finance entered the top ten for the first time in eighth place, up from fifteenth, and stockbrokers and portfolio managers rose to tenth from eleventh place.

It ranked personal loans, car insurance and mortgage lenders as number one, two and three respectively, with mortgage lenders knocking credit cards down to fourth from third place.


NU issues guide to equity release

Norwich Union is publishing a guide to equity release, aiming to help the over 60s understand how it works.The guide, called “Unlock your future – equity release made easy”, explains the various plans available and the valuation and legal process.Norwich Union head of equity release marketing Darren Carter says: “Equity release is no longer simply […]

All quiet on the independence front

So, N2 and the end of the old Financial Services Act regime is almost upon us.Somehow, I do not think we will be remembering where we were on that epoc-hal day like some of us can remember where we were when Kennedy was shot.But it is a significant date for all that and one which […]

Leeds & Holbeck heads the mortgage pack

Leeds & Holbeck Building Society is taking advantage of the recent cut in interest rates to bring in the one-year fixed-rate mortgage.Aimed at first-time buyers and people looking to remortgage, the product is fixed at 3.99 per cent for the first year for loans of up to 95 per cent of the value of the […]

How can FSA justify its prices?

In view of the changes being brought about through N2,I applaud the FSA for launching an “industry training” initiative. But why is attendance at the workshops so expensive?From January to April 2002 the FSA is running 11 workshops on risk-based compliance for IFA firms – post-N2. They hope there will be 35 delegates at each. […]

The Merchants Trust PLC – April 2017

Welcome to the latest update for The Merchants Trust PLC from the Trust’s portfolio manager, Simon Gergel. Portfolio Review The Merchants Trust reported results this month and the directors were pleased to announce a 35th consecutive year of dividend growth (subject to shareholder approval at the AGM). The Company is proud to be highlighted as […]


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