Just Wills is setting up a new business development scheme for advisers looking to integrate will-writing and estate planning.For wills with a recommended retail price of 565, the firm claims that IFAs could potentially earn an extra 102,000 a year by writing 20 wills a month. Just Wills says minimum gross profits of 75 per cent can be earned for each will written, which it says can serve as a door-opener, a business consolidator, a lead generator or a straight revenue generator. Managing director David McMaster says: “We feel that this is an opportunity that should not to be missed. Many advisers pass up the chance to write wills for their clients. They should view this as a new revenue stream. Not only can they earn substantially as they write business but they can also enjoy passive trail commission, build the embedded value of their business and get a big lump sum.”
The LibDems will be scrutinising the economics of all their pension policies, including the citizen’s pension, in the coming months as they look to challenge the Government. Shadow Work and Pensions secretary David Laws told Money Marketing at the conference in Blackpool that he would be taking a break to formulate future policy. Laws says […]
Woolworths chief executive Trevor Bish-Jones has joined the board of Royal London as a non-executive director.Bish-Jones has been in charge at Woolworths since 2002 and was formerly a director at retail group Dixons.
Compliance.co.uk has bought Compliance Consultants.
The FSA did not carry out a full pension-review-style investi- gation into endowment misselling because it could have forced the collapse of life insurers, former chairman of the FSA Sir Howard Davies has admitted. Davies, making a speech in Washington in the US on financial stability, said the regulator faced a conflict between its statutory […]
Derek discusses a number of self-help stories as examples of where he is finding good opportunities in the UK With the FTSE trading at historically high levels, many investors have questioned whether UK equities continue to offer value. But, as Derek points out, the headline figures mask many opportunities at a sector level. He has […]
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The Financial Ombudsman Service will be reviewed by an independent person following claims of poor staff training and alleged biases in its decisions that were exposed in a recent Channel 4 investigation. Treasury Committee chair Nicky Morgan wrote to FOS chief executive Caroline Wayman on 13 March asking for more information about the findings of […]
There are numerous trip hazards with carry forward but more clients will want to be looking at it Many believe the annual allowance will be fair game for the chancellor soon, as one of the least painful and least complex reductions in cost to the Treasury. As such, the need to contribute while clients can and […]
The world is a challenging place for a traditional one-man (or -woman) band Increased regulation and rising costs are leading to a growing number of mid-sized adviser firms. Sole trader and two-handed businesses are becoming rarer as changing rules and client demands present a greater challenge for smaller firms. Between compliance, technology and the implementation […]