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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There is no chance the FCA will let the issue rest but any policy decisions need to be informed by facts, not rhetoric
Robo-adviser Scalable Capital has moved into offering full financial advice. The Europe-wide firm will charge a fixed £200 fee if an investor decides to progress beyond an initial free session. According to Scalable Capital’s website the advice session can either take place over the phone or in person, and investors will get a full suitability […]
Typical transfer values for defined benefit scheme members remained high during 2017, ending the year at £236,000, according to Xafinity’s latest date. This was little changed from the end of 2016 when the figure was £234,000 the Xafinity Transfer Value Index shows. However there was some volatility over the year as the difference between the […]