Advice technology firm, Focus Business Solutions, trading as Focus Advice Technology, has completed its management buyout (MBO) from Abrdn. The buyout was led by Dave Upton (pictured), who has been with the...
Read moreShepherds Friendly has appointed Mark Myers as chairman. The mutual said his appointment comes as it embarks on a transformative five-year strategy ahead of its 200th anniversary celebrations in 2026. Myers, who...
Read moreVoting for the UK PMI and Protection Provider Service Ratings 2024 will close this week and we want to hear from intermediaries around the market. You can vote to recognise those UK...
Read moreThe age-old protection debate has been price versus quality and it’s fair to say most of us will believe it should be quality first and price second. Having now supported the advice...
Read moreCapturing more granular data from more sources including social media and reviewing unsuccessful cases submitted to the Financial Ombudsman Service (FOS) are among a series of improvements financial services firms can make...
Read moreThis discussion took place before the Financial Conduct Authority published its critical review of how insurers are managing the life claims process. Health & Protection’s latest Individual & Business Protection Report...
Read moreSesame Bankhall Group (SBG) has appointed Claire Cherrington as directly authorised (DA) distribution director, subject to approval from the Financial Conduct Authority (FCA). Her appointment is the fourth addition to SBG’s executive...
Read moreAdvisers, insurers and other financial services firms will be refunded £175 if a complaint taken to the Financial Ombudsman Service (FOS) is not won by the claims management company (CMC) submitting it....
Read moreReassured director of corporate strategy Phil Jeynes is leaving the business at the end of the year. After more than five years at the broker firm including as a member of the...
Read moreThe Financial Ombudsman Service (FOS) is holding its fees for advisers and intermediaries at the same level for the next year despite a near-100,000 surge in cases this year. Complaint cases submitted...
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