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Sesame Bankhall’s Charman succeeds Sinclair as AMI CEO
The Association of Mortgage Intermediaries (AMI) has appointed Stephanie Charman as its next chief executive. Charman (pictured) who succeeds Robert Sinclair, joins the trade body on 24 February 2025 from Sesame Bankhall...
Read moreAdvisers should be mindful of younger people leaving Tiktok – Meads
TikTok has a space when engaging younger demographics, but advisers need to be mindful of customers switching off from the platform to take better care of their mental health. This is according...
Read moreAdvisers should use ‘every day’ language with protection customers – Rainsley
Advisers should use the sort of language they would use with friends when out for a coffee or a pint. This is according to Robyn Rainsley, marketing manager at Holloway Friendly, who...
Read morePMI complaints and upheld cases remain higher – FOS
Health insurance complaints received and upheld by the Financial Ombudsman Services (FOS) appear to have plateaued at higher levels following significant rises last year. Latest data from the FOS showed complaints received...
Read moreKim Powell set to depart ActiveQuote after 11 years
Kim Powell is leaving ActiveQuote after 11 years with the advice firm. Powell, who is now partnerships manager, joined ActiveQuote in 2013 as a protection consultant. Announcing her departure Powell (pictured), said...
Read moreGovernment launches call for evidence ahead of men’s health strategy
Government is launching a call for evidence ahead of the launch of a men's health strategy next year. This is according to health and social care secretary, Wes Streeting (pictured), who was...
Read moreFCA proposes four changes to name and shaming rules
The Financial Conduct Authority (FCA) has announced four significant changes to its naming and shaming rules in response to feedback to an initial April 2024 consultation on proposals for a measured increase...
Read moreConsumer resilience and more effective regulation focus of FCA five-year plan
Consumer resilience and becoming a more efficient and effective regulator are two of the key aims of the Financial Conduct Authority’s (FCA) latest five-year plan. The regulator also emphasised the importance of...
Read moreClear communication key to cutting protection complaints – FOS
Flexible, clear and responsive communication can make all the difference to customers taking out one of the most complained about protection policies, the FInancial Ombudsman Service (FOS) has said. Illustrating her point,...
Read moreAdviser social media posts must be clear on limits of IP polices – Knowles
Advisers need to be clear on what is, and what is not covered in income protection (IP) polices, the Protection Review Conference 2024 has heard. This is especially important when they use...
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