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. […]
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Support service provider SimplyBiz has signed a third new deal for defined benefit transfer advice work after its original partner pulled out of the marketplace. In an email to members seen by Money Marketing, compliance director Gary Kershaw apologises for any inconvenience caused by Crowborough-based advice firm CFPML’s decision to exit the DB transfer marketplace. […]
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The Budget will lay out Government plans to help build 300,000 new homes a year, according to Chancellor Philip Hammond. The plans will include fasttracking developments with planning permission. Hammond said the Government would use “powers of state” to get homes built on these sites, according to the BBC. The Government will also unveil plans to […]