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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The Financial Services Compensation Scheme has declared self-invested personal pension operators Stadia Trustees, Brooklands Trustees and Montpelier Pension Administration Services in default. The lifeboat fund has received around 150 claims for compensation relating to the three businesses. Those claims relate to how the businesses set up, operated and administered Sipps through which people invested in […]
The Department for Work and Pensions has confirmed it will not change the pensions triple lock and will explore bolstering the powers of The Pensions Regulator in the forthcoming legislative period. The DWP published its “single departmental plan” yesterday, which sets out five objectives it is working towards over the next four years. It has […]
Sam Seaton talks about how her interest in people affects her approach to technology