The Association of Mortgage Intermediaries is launching a guide to help intermediaries with lead generation.The move follows concerns from AMI members about the increase in the number of lead-generation firms which often do not deliver what they promise or deliver below their original sales pitch. The AMI says there have been some cases of members paying for leads up front and then never hearing from the lead generator again. The guide covers business development, questions to ask a lead-generation company and what type of firms to be wary of. It includes FSA principles and how they cover lead generation, types of activity to be wary of and issues to consider when choosing a firm. The guide stresses the importance of record-keeping and conducting regular reviews of requirements. AMI director Chris Cummings says: “Anyone reading the media might think buying in leads was a very suspect business. Under the right circumstances, lead-buying can, in fact, be an extremely valuable business tool. Our new guide has been produced to help mortgage intermed- iaries generate their own leads, buy in leads and find the right business partner to deal with.” A2B Mortgage Company mortgage adviser Steve Brockman says: “Anything that can help firms from getting stitched up by these sorts of companies has to be a good thing.”
Smith & Williamson has established a venture capital trust portfolio service for the IFA market.
Abbey is introducing its new mortgage range to be available from April 20 2005.Highlights include a 2 year fixed rate mortgage from 5.14 per cent and 5 year fixed rate mortgage from 5.24 per cent. The range is also open to intermediaries.For customers applying for a mortgage directly via a branch or by telephone, arrangement […]
Pensioners risk their income being eroded if they do not take steps to guard against inflation.
Insured pension funds will no longer be taxed on dividend income from US equity holdings after the Inland Revenue struck a deal with the US authorities.
By Mark Martin, Head of UK Equities at Neptune Investment Management Recent UK GDP figures indicated that the economy is in good health, with a 0.5% rise in GDP in the final quarter of 2015. Whilst the GDP growth rate fell from 2.9% in 2014 to 2.2% in 2015 as a whole, this expansion – […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
Trump’s announcements of tariffs on steel and aluminium have led to a much greater focus on the risks posed by his presidency We have had a rollercoaster start to 2018. January saw a rapid rise in global equities before markets succumbed to a technically driven sell-off, recovered a little, and sold off again on the […]
Legal & General has appointed Mark Jones to the role of product director of UK protection, within its insurance division. Jones joins from Sun Life. He will be responsible for the developer of both retail and group protection products, and will report into the managing director for UK protection, Steve Griffiths. Griffiths says: “We are […]