UK bank staff have the weakest specialist product knowledge in Europe and are the least interested in information given by clients that could lead to a cross-sale, says a report from Booz Allen Hamilton.
The Mortgage Operation has set up two exclusive products aimed at the non-conforming market.
Friends Provident is signing a multi-tie distribution agreement with Pink Home Loans, which will allow its advisors access to the company’s mortgage-related protection products. Pink Home Loans, part of the Skipton Group, has established a multi-tie panel of five providers for new protection related business. Product areas include level and decreasing term assurance, critical illness […]
Pointon York Sipp Solutions is offering a corporate Sipp in conjunction with Seven Investment Management.
The UKs longstanding position at the top of the European League of house price inflation ended last year, according to the Royal Institution of Chartered Surveyors.The RICSs European Housing Market Review showed the UK slipping to joint third place, the same as Ireland, with a 15 per cent increase. France came top with an annual […]
Edenred has partnered with Johnson Fleming to launch an auto-enrolment solution for small to medium-sized enterprises (SME) that will help employers fulfil their pensions obligations.
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]