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Archives: June, 2018

Supporting advisers with their marketing needs!

We love shouting about all the fantastic marketing services we offer advisers. This is one of the areas that has seen some of the biggest expansions and developments recently, and our advisers are grabbing the opportunity to build their business, advertise their brand, and stay in contact with their clients! Promotional Materials We offer both

Mortgage Intelligence Compliance Update: Introducer or Intruder?

Head of Compliance, Stephen Adams, discusses what the mortgage and protection adviser industry has learnt following the Carey Pensions court case. The Royal Court in London heard claims from an investor in late March that a self-invested personal pension (SIPP) provider, Carey Pensions, had colluded with an unregulated introducer to push retirement savers into high-risk

It’s nearly Father’s Day! But 4.5 million dads have no life insurance

National Account Manager for Protection, Craig Bryce, talks about the importance of life insurance for dads in the run up to Father’s Day. Father’s Day is just around the corner. However, 58% of men in the UK with dependent children have no life insurance. A fifth have also admitted their household would not be financially stable