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Squirrel brings Mortgage Assess on board

Mortgage network Squirrel Financial Management has announced it has joined forces with the CII/Sofa training facility Mortgage Assess making its online T&C service available to its members.

It includes an assessment test so advisers can gain an indication of their current levels of knowledge and training modules so they can revise particular product areas.

SFM director Ian Bascombe says: “Our advisers see the enormous value of the system and how simple it is to use. I am sure it will prove to be an important addition to the wide range of services and benefits offered by the Squirrel Group.”


St James&#39s Place and Insight link for property fund

St. James&#39s Place has set up a commercial property fund as part of its portfolio of investment bond and pension funds. The fund will be managed by a team from Insight Investment led by property division managing director Duncan Owen. Its anticipated sector profile is 40 per cent retail, 30 per cent office, 10 per […]

Burn retires at Mortgage Watchdog

Former Mortgage Code Compliance Board compliance officer Monty Burn – the self-styled fighter of the good fight – is retiring as chairman of broker Mortgage Watchdog. Burn says he has taken Mortgage Watchdog as far as he can on limited resources and believes it now needs to form an alliance with a mortgage packager, have […]

Fears grow that Sandler will come under RU64

Insurers say they are increasingly worried that the FSA intends to apply the RU64 requirements to Sandler-style products, a “significant disincentive” which would require IFAs to justify every non-Sandler product recommendation. Members of the ABI&#39s regulation and distribution committee are concerned that despite FSA assurances that RU64 would not be in the Sandler sales regime, […]

Aifa brands Skills Council vague and inadequate

Norwich Union says Legal & General has a better risk capital margin ratio for its with-profits fund because it uses different assumptions and does not mean that its fund is stronger. NU says L&G&#39s risk capital margin coverage ratio – a measure of how well a life office can deal with sudden falls in the […]

Graphic Content – August

Given the release of employment data from the US on 5 August, we wanted to focus on employment data in this month’s Graphic Content. The Graphic Content below shows us that young and middle-aged workers were hit the hardest by the Great Recession and have never caught up. Since the job market started to recover […]


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