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MortgageStream launches case management software to PMS members

MortgageStream has launched an exclusive branded version of its case management software to Premier Mortgage Service members on an exclusive basis.

The new version is being offered to PMS members to help them manage business pipelines and sales communications with customers.

The PMS version of the system also includes full integration with brokers chosen sourcing systems. Members can trial the system for free for 14 days and sample features such as the two-way integration to Encore and Mortgage Brain or the link to Trigold.

PMS managing director John Malone says: “We are keen to support positive initiatives within the industry, as a good case management system operates at the heart of an advisers’ business, we want our members to be free to choose the software system that best supports their business model.”


Axa appoints life, pensions and investments marketing director

Axa has appointed Graham Harvey as the new marketing director of its life assurance, pensions and investments business in the UK. He joins from Friends Provident, where he has held the role of marketing director for the last four years. Harvey will be responsible for developing propositions in the pensions, protection and wealth management areas. […]

FSA’s PPI investigation shows shocking but unsurprising results says Which?

Which? says that the recent PPI investigation carried out by the FSA is shocking but unsurprising.

Commenting on the update on PPI principal researcher Mike Naylor says: Which?, says: “The results of the FSA investigation are confirm that many financial companies aren’t complying with the new regulations that have been in effect since January this year.

“There’s a real danger that many people have been sold unsuitable policies, are paying more than they thought or don’t realise they won’t get a lot of their money back if they cancel the policy.”

FSA details review plans for mortgage and GI regimes

The FSA has set out further details of the post-implementation reviews of the mortgage and general insurance regimes.The reviews, announced by FSA managing director Clive Briault earlier this year, will investigate the effectiveness of the regimes.The initial focus will be on how far the FSA conduct of business requirements for mortgage and general insurance firms […]


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