Advisers

Comment: Execution-only promotion is risky

Judging by the nature of the questions being asked of key participants in the mortgage market and the ideas being expressed in recent speeches, the FCA seems keen to expand execution-only sales process, reversing much of the good brought about by MMR in 2014. We can all agree that where customers have the ability to […]

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Uinsure confirms partnership with Twenty7Tec

Uinsure, an insurance technology distruptor, has confirmed the proposed partnership, announced in May, with Twenty7Tec. As part of the agreement, Uinsure has become Twenty7Tec’s general insurance technology provider. Users of Twenty7Tec’s MortgageSource and MortgageApply will now be able to access general insurance quotes via Uinsure’s open API for all mortgage cases, according to the firm. […]

Five things you should know about… general insurance

By Simon Hird, head of intermediary and broker at L&G The devil is in the detail Advisers should consider the cover levels that a policy offers and ensure they meet the requirements of their customers. Some policies may offer cover for perils such as a storm, but also have certain criteria attached to the definition. […]

Mortgage Mole: June 2019

Intrepid Mole, digging up the stories behind the news Make mine a double Where to start with James Brokenshire? He’s certainly had a busy month. His comments about pensions and first-time buyers had the chattering classes setting fire to Twitter’s servers (sadly not permanently) – of which arguments for and against you can catch in […]

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Julian Harris Network partners with IRESS

Technology firm IRESS has struck a deal with the Julian Harris Network that will see its XPLAN Mortgage platform rolled out to all 132 of the network’s advisers. According to the IRESS, the software does not require a would-be borrower to provide credit files up front, and it will enable pre-qualification for a mortgage offer […]

Careers Insight: Instant boost to wellbeing

Massages are an effective way of reducing stress and boosting production. More companies are realising these benefits When our organisation marked Mental Health Awareness Day last year, one of the most well-received aspects of the day was our focus on stress management and the opportunity to have an on-site 15-minute massage. As a result, we […]

Openwork chief executive joins Pimfa board

Openwork chief executive Mark Duckworth (pictured) has been appointed to the board of The Personal Investment Management and Financial Advice Association. Pimfa is the trade association for investment managers and financial advisers. Duckworth has held the position of chief executive at Openwork since 2015, having spent eight and a half years at the company thus […]

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Tenet partners with TrackerHub

Tenet, an adviser support group, has partnered with the referral tracking platform TrackerHub. The partnership will provide Tenet with access to TrackerHub’s case progression dashboard, which tracks a case from initial referral to completion, and the commission received. In addition, adviser firms can use the system for invoicing and introducer analytics. The platform also enables […]

Sesame adds tech tool to mortgage adviser arsenal

Sesame Bankhall Group’s Sesame Network will introduce a new digital portal for its mortgage advisers to provide access to customised legal services and improve the conveyancing process. The tool will be produced in partnership with Bristol-based panel manager Aventria and allows advisers to follow customers’ case processes with third party solicitors. Adviser referrals are allocated […]