UK banks are the worst in Europe at cross-selling financial services products according to a report from Booz Allen Hamilton. The report on enhancing revenue across Europes bank branch networks reveals UK banks staff had the weakest specialist product knowledge and were least interested in information proffered by clients that could lead to a cross-sale.
Solicitors can introduce general insurance products to non-independent sectors of the adv-isory market under new guidelines from the Law Society.
Bristol & West Mortgages
Self Cert Three Year Discount
Legal & Generals whole of life protection plan is a whole of life insurance plan designed as a simple product for inheritance tax planning.
Ex-members of Network 300 have rejected an invitation to peace talks by former directors of the group. In an open letter to Money Marketing, Ex-Network 300 members’ action committee chairman Darren Kempster has instead asked all former directors to pass to the liquidator all documentation pertaining to the sale of Network 300. Batten has brought […]
Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]
- Top trends
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]
Consumer champion Martin Lewis has today issued High Court proceedings against Facebook over scam adverts published on the site that use his name, picture or reputation. Lewis, who is the face of website Money Saving Expert, is bringing a lawsuit against the social media juggernaut for defamation seeking exemplary damages. Lewis says any money paid […]
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed