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adviser firms

Income Protection

Maximise lack of competition by stepping up to sell IP- Zurich

Zurich's Richard Moodey has urged brokers to ‘step up' and sell more income protection (IP) policies as the Mortgage Market Review has caused dwindling competition within the adviser community.

clock 18 September 2015 •

Adviser / Broking

Pink to host conferences for ARs

Pink Network has launched a series of business conferences for its appointed representatives (ARs).

clock 15 September 2015 •

Adviser / Broking

JLT Speciality CEO to step down

John Lloyd, CEO of JLT Specialty, will step down at the end of 2015, although he will remain with the group, it has been announced.

clock 14 September 2015 •

Adviser / Broking

Marsh acquires Jelf for £258m

Marsh has reached an agreement to acquire Jelf, with the entire share capital of Jelf being bought at 215p per Jelf Share, for a total price of £258m for all shares.

clock 11 September 2015 •

Adviser / Broking

Sesame Bankhall shakes up board after strategic review

Sesame Bankhall Group (SBG) has reconfigured its management team following a strategic review that led to the demise of its investment advice network earlier in the year.

clock 10 September 2015 •

Adviser / Broking

FCA bans adviser for misappropriation of premiums

The Financial Conduct Authority (FCA) has fined and banned Ralph Whittington, of Savesure Limited, from any function related to regulated activity, after premiums paid by clients were misappropriated.

clock 10 September 2015 •

Adviser / Broking

Positive Solutions re-enters FOS complaints top five

Positive Solutions has reappeared in the Financial Ombudsman Service's (FOS) list of the top five most complained about advice firms.

clock 25 August 2015 •

Individual Protection

Over three quarters of advisers use LinkedIn for work

Over three-quarters (77%) of financial advisers have used LinkedIn in a professional capacity, according to a survey carried out by Ellipse.

clock 21 August 2015 •

Adviser / Broking

Jelf group in takeover discussions

Jelf Group is in talks for a possible takeover by Marsh Ltd.

clock 19 August 2015 •

Adviser / Broking

The Insurance Surgery in management buyout

The Insurance Surgery has been bought out by the management from founder Paul Mellor, funded by Seneca Partners' Special Situations Fund.

clock 19 August 2015 •
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