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Today, 12.16 pm Paid indefinitely assuming you are retired. Paid to new network or firm if you are novating
Today, 12.02 pm Me too. Rolled onto MB about 8 weeks ago. I'm so far behind with loading stuff on I'm going to get a severe b*ll*cking.  I just compare the ease of putting things on Toolbox with the sheer ball ache of getting enough info onto MB for it to get all those green ticks in all sections. ...
Today, 11.55 am What happens to trail commission?
Today, 8.44 am thanks,  much appreciated 
Yesterday, 6.52 pm The NatWest acceptance process is a mess but suits them as it is another way to promote their app and website to further cut us out of the loop. It is due circumstances like this that we have added an acceptance required stage to our database progress list. Clients at that stage are highlighted in...
Yesterday, 5.21 pm Ive literally just gone and reminded a client about signing hers after reading this.   In fairness, the email says you have 11 days to do it - im not sure you owe the client anything either if this is what has happened.  Yes, it would have been nice if you had told them to do it. But th...
Yesterday, 5.20 pm I'd say Underwrite Me too........and then I'm guessing Scot Widows may show.  
Yesterday, 4.43 pm Stonebridge ask for 3 months notice to avoid penalties. PI charge of £750 May hold back any commission due if you took indemnity payments and will release gradually as liability decreases
Yesterday, 3.29 pm Natwest!!!! They really must change this PT process - it's awful and lends itself to errors. Don't take the blame, they get multiple reminders. Sorry Client, looks like you didn't return the Signed Offer, these are the current rates. Their mistake, not yours (although you should add s...
Yesterday, 3.25 pm Simple (I think) 😁 Underwrite Me - who I use if won't be  accepted on standard rates. Only 9 providers on the panel, but still a choice with one app for all.     

Latest from the Provider/Adviser forums

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Today, 3.02 pm And a huge Thank You to Colin for the shoutout!  Looking forward to helping bring more value to your business and your clients!
Today, 2.59 pm I hear you...I completely appreciate that £6,000 upfront is a significant investment.  Finventro is much more than a set of marketing templates. It includes the kind of bespoke marketing support an agency could charge considerably more for, plus the software to keep creating and updating ...
Today, 2.08 pm Not for £6k. Absolutely not 
Yesterday, 6.02 pm We contacted Cari last week to look at what Finventro are offering and boy were we happy we did so! Some of the support is unreal and the quality of their material is simply exceptional and talking to Cari made us realise there is another world out there that can change our business completely - Col...
Yesterday, 1.17 pm Restrictive exit clauses/penelties are the biggest deternt to firms leaving networks they are unhappy with.  One of the first things I say and always advise - Look at your exisitng contract before you start talking to networks if you wish to leave, it will map out how you need to exit. And abo...
Yesterday, 12.29 pm Me too - I wouldn't give it a second thought.  Might sound harsh but when I look back at how much of my turnover my network has had over decades for their 'support' it makes me wish I knew about Cherry before I started. It's felt like a protection racket.  Next to no suppo...
Yesterday, 12.25 pm I'd be gone in a shot
Yesterday, 12.21 pm Judging by a response seen on another thread, HLP and Stonebridge apparently offering some financial assistance for Brokerages moving AR's could be a contributor to this perhaps? Lesson for some other networks I feel - I do wonder how many ARs would move given the opportunity if they didn't...
Yesterday, 11.45 am Thank you, very much appreciated 
Yesterday, 10.04 am Specialist lender Market Harborough Building Society has launched a new Rent to Own initiative that will help renters build a pathway to homeownership. Eligible tenants living in one of five newly renovated flats in the heart of Market Harborough will, when they are ready to buy their first home, re...

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