Thinking laterally is the way forward

TERRY PRITCHARD: MANAGING DIRECTOR, CHARTERHOUSE RETIREMENT SOLUTIONS

TERRY PRITCHARD: MANAGING DIRECTOR, CHARTERHOUSE RETIREMENT SOLUTIONS

It’s been a busy time for me recently but also an exciting one because we’ve seen some interesting product and proposition launches.

In fact, for the first time in nearly two years I feel the market is moving forwards.

I’ve also been meeting representatives of specialist distributors from the old packager market who have migrated effectively to other sectors of business, and are apparently doing well again.

One move that has impressed me in particular involves two former directors of BDS - Phil Jay and Bob Hope. They have merged their new business LinX FS with Complete Mortgage & Loan Services, run by Tony Salantino and Tristan Pile.

I was lucky enough to attend their first meeting and was struck by the enthusiasm these guys have for their new venture. The feeling of optimism was infectious.

Seeing what they have already achieved was an eye-opener and showed me there is still a place for those who think outside the box. They have done a good job bringing in opportunities for their business partners and I wish them all the luck in the world.

Of course, this development is also an indication of more choice in the market, with groups such as Connect, Ingard and Home of Choice all offering different propositions to entice brokers away from more corporate outfits.

The point I’m trying to make is that these firms are all looking forward with a new purpose and a strong plan. Things are looking a little brighter.

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