Plan Money partners with aggregator for non-advised service

The Colchester-based firm has implemented the automated protection business as the first step in a non-advised arm which will also look to include low cost annuities and investments. The firm has linked up with comparison site PayingTooMuch for its non-advised protection services in a bid to serve low-value clients. Peter Chadborn, IFA and co-director, said: "Rather than turn away low value transactions or low value clients, we will instead be able to direct them to our website and as such they are still engaging with us. "Historically, most face-to-face advisers deem non-advice to...