Blog and latest news
CIExpert Adviser Service
Access years of research & offer clients CI advice with ease & confidence Many advisers have lots of clients with existing policies that have [...]
Toolkit – Will and Lasting Power of Attorney Service
Looking for a reason to get back in touch with your client bank? Have a large proportion of clients with no later life planning [...]
Toolkit – Refer and Earn Accountancy services
Looking to generate extra income? Then look no further. The Right Accountants offer market-leading accountancy services and tax planning solutions for sole traders, self-employed [...]
Product Transfers
Webster’s dictionary explains that a ‘Leitmotif’ (in musical circles) is a melodic phrase that accompanies the appearance of a person, idea or situation. Or to [...]
Toolkit #4-Chorley Building Society
Do you spend a lot of time searching for the right mortgage for your older clients? Are you looking for a lender that has: [...]
TMW Retention procuration fees launching next week
This will be available for applications submitted from 1 August onwards. The net procuration fee payable to members will be 0.17%. There'll be no change to [...]
