Financial Services

Mutual One fervently subscribes to the view that customers appreciate transparent, independent financial advice delivered free at the point of sale.

Two Societies (Market Harborough and Shepshed) share this view and offer advice on regulated investment products and will writing services though Skipton Financial Services (SFS), the tenth largest provider of such services in the UK. Financial Advisers work from Society premises and are recuited with direct input from the Society; essentially, they are part of your team. Full marketing support and an annual programme, all provided by SFS add real value to the proposition, along of course with a 'straight-to-the-bottom line' stream of revenue.

Penetration rates on sales of term assurance, Family Income Benefit and Income Protection can be dramatically improved using a tool from Direct Life & Pensions Ltd (DLPS). With Society mortgage advisers using this web-based desktop tool, significant improvements in returns can be achieved.

For further information on the SFS or DLPS proposition, please contact Karen Alexander on karen.alexander@mutual-one.co.uk or 07974 267412