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Mortgage Tracker
Online
Every mortgage you arrange is a future prospect - over the years your portfolio of clients grows and the chances are you are missing some business opportunities because you don't have a good enough system in place to remind you of who needs to be contacted and when. Someone else gets in there before you remember and you don't just miss out on the mortgage but lose out on some associated products as well. Don't let it happen again!
Salary Sacrifice
Calculator
For Independent Financial Advisers (IFAs) and Pension Advisers - offer your existing clients a potentially large increase in their personal pension contribution without costing them or their employer a penny more. SalSac calculates a reduction in your client’s salary in order to benefit from a tax incentive and increased monthly personal pension contribution. The actual 'take-home' pay for the client and costs to the employer remain exactly the same.
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