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Online platform for Lighthouse

Lighthouse is setting up an online platform, Lighthouse Xpress, developed over the last year with Quay Software. Lighthouse says it will enable advisers to communicate electronically with providers and will allow it to check compliance.

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Alliance & Leicester head of intermediary sales Mehrdad Yousefi is adamant the company has made the right decision in restricting the number of principals it would deal with up to and beyond M-Day. “Lenders have to be very vigilant about the marketplace and it will not be until the end of January at the earliest […]

Trusts: Easier than you think?

Protection providers often extol the benefits of placing plans in trust. The advantages for clients are widely recognised and numerous – inheritance tax mitigation, avoiding probate delay, controlling claim proceeds, and so the long, familiar list continues. Yet, dismissed as unnecessary form-filling, or simply viewed as irrelevant in the context of a mortgage sale, less […]

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