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Sovereign in discount deal for will referrals from IFAs

Sovereign Will and Probate Services is sponsoring National Will Week and offering 50 per cent discounts to any customers referred by IFAs.

National Will Week from July 29 to August 4 aims to raise awareness of the importance of drawing up a will.

Operations director Nick Plumb says: “Over two-thirds of the population do not have a valid will. This means every year thousands of people die intestate, leaving a legacy of confusion, family upsets and often financial difficulties.”

Married couples will get one free will and single people a 50 per cent discount if they are referred by an IFA in the week.


Brokers call for exit talks as just two lenders rethink fees

Mortgage brokers are calling on trade bodies and the FSA to open up a debate on what level of exit fee is reasonable.Only two out of the top 20 mortgage lenders have confirmed that they will be scrapping exit fees for new customers despite the FSA’s July 31 deadline for lenders to “review” their charges.Cheltenham […]

FSA continues its focus on adviser clawback debts

The FSA has warned it will continue to monitor firms with provider clawback debts after finishing its thematic work which resulted in 11 firms being asked to take remedial action.The FSA announced at Money Marketing Live last Autumn that it was collecting information from providers on adviser firms with large clawback debts. The work has […]

What exactly is product innovation?

By Fiona Tait, Pensions Specialist Ros Altmann reportedly hoped for more product innovation following pension freedom¹ and, according to one poll, 66 per cent of advisers also believe that providers should be doing more². This article considers whether there is a real client need for new products, or whether we should be focusing our attention on efficient delivery […]


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