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FSA offers free small firms surgeries

Free surgeries from the Financial Services Authority are available to mortgage brokers in Taunton on April 22, Bath on April 23 and Bristol on April 24.

The FSA says it is committed to helping small firms comply with its requirements and as part of this is offering one to one surgeries where firms can ask any questions they may have about regulation face-to-face with a member of FSA staff who supervise small firms.

Surgeries are informal sessions lasting up to one hour and the issues discussed are not recorded.

Places can be booked online.


Connells adopts Key software

Connells estate agents has signed on to use the Key, Mortgage Brain’s business management, mortgage sales and compliance process system.By using the Key Connells will computerise its point-of-sale mortgage business management processes and integrate its existing back office, reporting, compliance and client management functions consistently and efficiently with the system.The Key says this will allow […]

Network Data Group reports pre-tax loss of £1.1m

Network Data Holdings annual results for the year ending December 2007 show that the group incurred a pre-tax loss of £1.1m against a profit of £0.3m for 2006.Group sales rose by approximately 11% year on year to £32.4m and the group made gross profits of £8.2m which is an increase of 6% over last year.However, […]

Halifax attacked over client retention

A broker claims that Halifax has gone back on an informal agreement with advisers over client retention.Sole broker Danny Lovey urged the lender to be more transparent over a verbal agreement that he says was made around two years ago. He claims the agreement was that when a borrower is coming to the end of […]


Case study: administration — managing group life schemes

Our client leads the global market in high-tech electronics manufacturing and digital media. The trustees of the company’s final salary pension scheme insure death-in-service lump sum and dependants’ pension death benefits for active employees, as well as dependants’ pension benefits for deferred members (those who have left service).


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