Positive Solutions is amending its Partnership scheme enabling advisers writing 50,000 of business in the 12 months to September 27, 2007 will now receive 3,000 points towards the scheme. PS is also extending the deadline to gain 3,000 points for recruiting new joiners to October 31.
IFA service company Adviser Breakthrough Solution is offering its pension performance review software package to the adviser market.The firm claims it “will be responsible for the biggest change ever to hit the financial services industry”.The software package is designed to help advisers identify which clients’ portfolios need changing and selects funds for them based on […]
Johnson Fleming has launched its new managed auto-enrolment service, designed to support SME businesses of up to 250 employees. The managed auto-enrolment service is not just about providing businesses with a software system for them to manage themselves, but more about outsourcing the administration of the project and scheme to Johnson Fleming’s auto-enrolment staff.
Last month, the BBC’s Money Box covered the story of a protection customer who had seen her quoted life and critical illness premium rise by around a third after she disclosed a historic mental health issue. The woman was taking cover as a parent of young children and had originally chosen an insurer after getting […]
The Chartered Institute for Securities and Investment has set up a helpline for participants in its financial planning mentoring scheme. The helpline, which is being supported by Schroders, will be open to mentors and mentees on the programme, which started on the first of January this year, looking for support in achieving professional financial planning […]
Collapsed wealth manager Greyfriars Asset Management sold its Sipp and SSAS administration business to Hartley Pensions for £820,000 an update on Companies House shows. Money Marketing previously discovered Hartley took on 1600 Sipps, 160 SSAS and almost £500m assets under management onto its books for an undisclosed sum, with fresh documents now revealing the value […]