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IFA

Adviser / Broking

Five million more would pay for advice (if it cost less) - report

Citizens Advice identifies not one, but four advice 'gaps'

clock 15 October 2015 •

Individual Protection

COVER Magazine releases 'live' mobile app

COVER Magazine has launched a new mobile ‘live' app that continually updates with all of our articles they are published online.

clock 30 September 2015 • 1 min read

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 •

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 •

Adviser / Broking

VitalityLife trains new business consultants

VitalityLife has launched a Business Consultant Talent Academy to increase their number of business consultants offering support for advisers, with the first eight graduating this month.

clock 19 August 2015 • 1 min read

Individual Protection

LifeQuote launches protection quotes to tackle MMR pressures

LifeQuote has launched a service to help borrowers who would otherwise dismiss protection as unaffordable due to cash flow pressures resulting from the Mortgage Market Review (MMR).

clock 04 August 2015 •

Technology

IRESS unveils XPLAN Mortgage

IRESS has introduced their XPLAN Mortgage tool, with the mortgage module launching first.

clock 29 July 2015 •

Regulation

'Outraged' IFA petitions FCA for independent review of adviser regulation

A petition is demanding soon-to-be acting head of the Financial Conduct Authority (FCA) Tracey McDermott enact an independent review of advice firm regulation, after an IFA was forced to pay a 320% increase in his Financial Services Compensation Scheme...

clock 27 July 2015 •

Adviser / Broking

100% of advisers support benefit reminders - survey

All advisers surveyed for a report by Epoq Legal supported insurers doing more to remind clients about added benefits in their ongoing communications and marketing.

clock 22 July 2015 •

Business

Inheritance tax: The stealthiest of them all?

Justin Taurog discusses case studies that show the value of inheritance tax.

clock 21 July 2015 • 7 min read
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