View more on these topics

Sipp specialist does 2000th Sipp

SIPP & SSAS Specialists, Wolanski, have celebrated the opening of their 2000th SIPP account this week.
The account was introduced by IFA, Hoyland Financial Management, who has offices in Walton-on-Thames and Weybridge.


Charcol arranges morgage offer under statutory regulation

Charcol has arranged its first mortgage offer under statutory regulation with BM Solutions online service. Charcol senior technical director Ray Boulger says: “Statutory mortgage regulation has caused the industry a lot of angst and many lenders were burning the midnight oil last night to make sure they were ready for the big day. This demonstrates […]

The numbers game

On the eve of mortgage regulation, the most important questions that mortgage intermediaries are asking is whether or not they can do business. After the arduous and time-consuming task of getting authorised through the FSA – whether as a directly authorised broker or as an appointed representative of a network – the next big question […]

FSA unveils final rules for basic advice

The FSA has unveiled its final regulations for the new basic advice sales process. This will be centred around a series of pre-scripted questions to check whether a stakeholder product would be suitable for the customer. A recommendation will then be made based on the consumer’s attitude to savings and risk and current financial position. […]

Strongest ever equity release sales – SHIP

Despite a fall in new mortgage business, the 17 members of trade body SHIP have posted their strongest ever equity release sales at 338.4m for the third quarter.This equates to a 30% increase on its second quarter numbers and 13% up on the third quarter last year.


News and expert analysis straight to your inbox

Sign up


    Leave a comment