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Positive Solutions offers online tracking

Positive Solutions is introducing an online tracking system which links its RIs directly with product providers allowing them to monitor the progress of applications.

Friends Provident and Swiss Life are the first providers to join the system, which the national IFA hopes will attract 20 providers before the end of the year.

National accounts team manager Patrick Sinclair says: “This allows us to cut out a big loop in the process. With this system RIs and their head office alike can get instant updates on the progress of an application at the click of a button.”


Are IFAs staring down the barrel?

Money Marketing has too much respect for its readers to call for Sir Howard Davies to be stuck in a barrel and shot. Or any of his staff. After all, two or three of them may even be quite good at their jobs. The FSA chairman is reported in The Independent to have made a […]

Seven-year fix as C&G revises loan range

Cheltenham & Gloucester has introduced a new range of fixed-rate mortgages over terms of one, two, three, five and seven years. The products replaces C&G&#39s previous range introduced in June. The rates start at 4.49 per cent for one year for loans up to 90 per cent loan to value or 4.79 per cent up […]

Independent view

All these reviews are driving me mad. It is the same old story of politicians hoping their radical and forward-thinking actions will lead to an increase in their public profile – they seem oblivious to the fact that what happens is an increase in doubt in the consumer&#39s mind. There are better ways of achieving […]

Aegon buys Momentum

Aegon UK bought another slice of distribution with the purchase of national corporate IFA Momentum for an undisclosed sum. Momentum will retain its current board and identity after the purchase. It was formed by a management buyout from Aon two years ago and has 230 staff including 80 RIs. Momentum is based in Hampshire with […]


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