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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Offsetting the cost of advice this way would benefit clients and advisers alike One of the multiple barriers to better take-up of financial advice is that some people are unwilling or unable to meet the upfront cost. In response to this, the government has allowed people to take small chunks (three lots of £500) out […]
Fund managers like to trade off having a unique style. There thousands of funds out there to choose from – the question I often hear from advisers is: what makes this person different? Sometimes this can be a really tough one to answer. “We invest for the long term” is all fine and good, but […]
With rising costs and an increasingly tough regulatory market more advisers are looking to outsource their investment proposition, with many leaning towards discretionary fund managers. But while the number of advisers using DFMs is on the up, overall satisfaction with them has dipped. According to a recent survey by financial information firm Defaqto, 74 per […]