PYV Limited

Services Offered
PYV is a specialist Lloyd's broker providing Professional Indemnity (PI) Insurance and related advice and services. PYV Limited is part of the Pointon Group which has been established for over 35 years. We cover a wide range of professions and are the market leader in PI for IFAs and Mortgage Intermediaries. We can also offer a highly comprehensive Office Combined package as well as our new product, Management Liability Portfolio Insurance. This policy combines cover for Directors' and Officers', Employment Practices and Corporate Legal Liability.

Benefits to Financial Advisers
Our new and improved facilities mean we are now even better placed to provide wide ranging cover and significant premium savings. Although we are pleased to have negotiated exclusive PI schemes with select insurers, we are not tied to any one insurer. We are proud to provide independent and unbiased advice. We now offer a suite of products providing unbeatable value and exceptional protection.

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Wizard Learning

Exclusive to Rubii a 5% discount is available to everyone at Rubii in addition to a 30% discount where 3 or more educational products are purchased. Simply enter the promotional code in the final purchasde page.

Offer type : 5% discount
Promotional code : RUBI
Offer expires on : 31st December 2009

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Clientracker

The first web-based personal financial application for each and every sales adviser.

If you are keeping your own personal copies of all your business activity on paper, new business register, in Word documents, in your Outlook address book, in Excel spreadsheets or like most sales advisers all over the place then you will need Clientracker. Increases revenue, marketing, efficiency, security and business opportunity for you personally.

Offer type : Free 3 months additional period to 12 month licence, equivalent to a 25% discount.
Promotional code : After Clientracker purchase email Clientracker and quote Rubii Registered in the Header.

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PanaceaIFA

PanaceaIFA's role is to join up the loose connections between directly regulated Independent Financial Advisers and product providers. Over the years, smaller directly regulated IFA firms have lost the face to face support resource that existed for the benefit of customers. The aim is also to correct the support and service imbalance with providers - currently in favour of Networks and larger national IFA firms.

PanaceaIFA.com is the only active community for small directly regulated IFA firms who are looking for access to help, educational support, advice, business ideas and technical training from major product providers all in one place - and for free!

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Adviser Breakthrough Marketing Solutions Ltd

Is the prospect of trying to find new clients a daunting experience? Can you even afford the time to do it, or would you prefer to spend that time in front of those clients?

We can take the strain out of your marketing activities by having individual appointments booked into your diary at a time and date of your choosing, and at a cost effective price. Our appointments are usually made with Company Directors who would like their pensions reviewed.

Hear what some of the IFAs who use our service have said about it:

"I am doing even better than ever in the current economic climate, and that is down to you. Once I get in front of a prospective client I am doing even more business than before. The trick is getting in front of that prospect in the first place, which is where you come in."
Paul Barnes, IFA, Cardiff

"A very professional service. I love the idea that I have no work to do through the whole process other than to turn up to my appointments to sell myself. I have found the overall experience to be very profitable."
Alisdair Macleod, IFA, Glasgow

"Please congratulate your staff for their appointment making skills. Over recent weeks clients have stated how impressed they were with the person who made the appointment."John Mothersole, IFA, Aylesbury

Telephone : 023 8089 2444 and ask about our special offer for Rubii subscribers, or
Email : for special offers at info@adviserbreakthrough.co.uk

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