Speaking at a panel held at Financial Services Expo Midlands, LSL Property Services director of Mortgages David Copland hailed 2018 as “the year of the product transfer.” Copland added, however,
John, a business consultant who requested anonymity given the sensitive nature of the topic, found himself in the middle of a family feud when his mother passed away a decade
I confess it was him’ is an old joke intended to highlight how, when something goes wrong, the blame is often passed around so that nobody ends up accepting the
There is currently no minimum qualification level, but the majority of advisers think that this needs to change The role of the paraplanner is a relatively new one and its
SimplyBiz Mortgages will launch a ‘Battle of the Bands’ event for its members this autumn, whereby six lenders go head-to-head to be crowned SimplyBiz Mortgages members’ lender of value for
It is only a few years since the Life Insurance Association and the Society of Financial Advisers merged to create the Personal Finance Society. A bit like Brexit, regardless of whether or
The SimplyBiz Group has announced that over 2000 advisers have adopted its end-to-end investment system, Centra, since its launch six months ago. Licences for Centra are available to members of
SimplyBiz Mortgages has launched a Twitter campaign, which sees its panel lenders, GI providers and ancillary partners delivering an ‘elevator pitch’ video on their services. These videos will be issued
Another 20 budding financial advisers are now making their way through the NMBA apprenticeship programme The New Model Business Academy’s apprenticeship programme has welcomed 20 new recruits this month. According
Commenting on the announcement, Matt Timmins, Co-CEO of SimplyBiz, said: “We’re delighted that Benni has selected Zest to provide its core employee benefits technology platform. This is a ringing endorsement
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