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1 week ago | 
moneymarketing.co.uk | Dan Cooper |Ed Dymott |Kimberley Dondo |Phil Jeynes
Over two thirds (69%) of advisers are ready to “break up” with their CRM system, new research from Twenty7tec and Smart Money People has found. The study revealed that advisers’ relationships with these systems are coming under serious strain. Just 12.3% describe themselves as very satisfied with their current provider, while a third remain neutral. Almost half of respondents (43.4%) say a client portal is very important in their CRM, while a further 36.4% say it’s somewhat important.
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2 weeks ago | 
moneymarketing.co.uk | Momodou Musa Touray |Phil Jeynes
Legal & General has announced a shake up of the leadership team within its group protection division. Tracey Bridger is set to take over as claims & governance director from 1 January 2026. Bridger, currently head of claims for group protection, will succeed Vanessa Sallows, who will step down from the role at the end of 2025. Sallows will continue with L&G in a newly created part-time role as claims & clinical development director.
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Feb 26, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo |Phil Jeynes
Ascot Lloyd has introduced a new pricing structure as part of its rebranding strategy. The IFA firm said the new structure reflects its ambition to be more transparent on fees. It added that the tiered approach underscored a desire to “make financial advice more accessible” for a wider set of clients. It is based on total funds under management (FUM), with an ongoing fee percentage determined by bandings.
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Feb 20, 2025 | 
moneymarketing.co.uk | Dan Cooper |Phil Jeynes |Darius McQuaid |Mark Dampier
We are pleased to announce that entries are now open for this year’s Money Marketing Awards!The awards will take place on Thursday 11 September at the same fabulous venue as last year – The Londoner Hotel in the heart of London’s West End. It will be a night you won’t want to miss, celebrating the very best firms and individuals from across the sector. The awards offer a chance to profile your business, showcase excellence and, of course, let your hair down and network with peers.
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Feb 18, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Phil Jeynes
National Friendly has reported a substantial increase in sales of its income protection and accident-only income protection (AOIP) policies. The mutual insurer said sales of income protection and AOIP increased by 81% and 53% in the year ending 31 December 2024. It added that new sales across all the friendly society’s products have more than doubled since 2021.
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Feb 18, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Phil Jeynes
The Protection Distributors Group (PDG) has added Reframe Cancer and Space to its sponsors list. Reframe Cancer provides nurse-led specialist cancer navigation and support via insurers, employers and healthcare providers. It currently covers over one million lives. Space designs and builds digital products for financial-services companies to help simplify processes for advisers and customers.
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Feb 17, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Phil Jeynes |Nita Patel
P1 Investment Services has announced the appointment of James Fouche as investment account manager. Fouche has over 11 years’ experience in investment platforms, wealth management, and business development. He previously worked for ebi for two years, most recently as an account manager and has worked for Vitality and Coronation Fund Managers, where he specialised in investment solutions and financial adviser support.
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Dec 5, 2024 | 
moneymarketing.co.uk | Phil Jeynes |Tom Redmayne |Victoria Ross
Artificial intelligence (AI) is the latest buzz phrase to captivate businesses and send boards into a frenzy. Headlines on the subject vary from the alarming, “AI will take your job next week” to the optimistic, “AI will solve climate change and allow humans to sip cocktails in their temperate paradise while it does all the work”.
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Oct 25, 2024 | 
moneymarketing.co.uk | Kimberley Dondo |Phil Jeynes
View more on these topicsPodcast MM Weekend Essay In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals. As we recognise Scams Awareness Week, it’s time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats?
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Oct 25, 2024 | 
moneymarketing.co.uk | Phil Wickenden |Phil Jeynes |Chris Davies
Rumours are rife of potential changes to the tax-privileged status of pension schemes as part of the Budget and its objective of filling some of the alleged £22bn black hole in public finances. I have no idea whether these rumours have substance but I do have concerns over any changes to pensions tax, tax relief and related legislation relief.
