Articles

  • 1 month ago | 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.

  • 2 months ago | 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.

  • 2 months ago | 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.

  • 2 months ago | 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.

  • 2 months ago | 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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