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Fannie Mae accused of impropriety Ethical IFA on lookout for more members

Julian Saunders, director of the South-West based firm which gives 10% of all commissions to charity, recently handed over a cheque for £750 at a charity ball with John Humphrys collecting the donation on behalf of the Breast Cancer Campaign.

Saunders helped organise the ball along with his partner, and the event raised over £10,000 for the campaign. He raised £2,400 earlier this year for the same charity when he ran the London marathon.

Though the 10% figure may have to be adjusted after regulation, Saunders says if more brokers joined the firm it would lead to more money being raised for charities.

Saunders says: “The benefit to advisers is the cause-related marketing of being ethical. It removes a lot of the stigma attached to being an IFA.

“It makes marketing more effective, creates trust and dramatically increases the number of referrals.”


SPML appoints board directors

Melanie Leask has been appointed as director of mortgage servicing, responsible for mortgage servicing, facilities, and management of SPML&#39s mortgage system. Leask joined SPML in January 1998 and was promoted to executive manager mortgage servicing in April 2001, when she also managed the relocation of SPML&#39s servicing function, customer services, collections and securities, from Kensington […]

Tenet and Premier forms solution for non-investment market

This brings the number of advisers within the Group to over 5000 and affirms Tenet&#39s ambition to become the UK&#39s dominant generalist distributor of financial and related products. Following the transaction Tenet will lead the way in providing the complete solution for non-investment advisers and enhance the benefits to all Tenet advisers including access to […]

TBMC launches Abbey commercial mortgage 80% exclusive

Mike Staight, head of commercial lending at TBMC, says: “This scheme is only available through TBMC and one other broker in the UK and we are sure our distribution channels will welcome this opportunity to access this exclusive.” “Traditionally this type of lending is restricted to 70-75% of the value. The scheme is available to […]

one in three of us can&#39t support lifestyle, reveals B&B

Only 22% of the population do not over-spend each month, as the much discussed UK debt mountain tops the £1tn mark, figures from Bradford & Bingley reveal some interesting insights into the minds of UK borrowers. Those who consistently over-spend attribute it to necessity rather than frivolity. With this being a problem that can only […]

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Pension Wise — now taking calls…

Those with decent-length memories will recall that in the 2014 Budget statement George Osborne announced the new (and entirely unexpected) pension freedoms. The new rules come fully into force in less than two weeks.


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