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Phoenix signs up to Just Retirement simplified advice service

Closed book insurer Phoenix is the first provider to sign up to Just Retirement’s new simplified advice service. The deal means retiring customers who do not have an adviser will be able to get personal recommendations over the phone on how to use their pension pot, including whether to keep their funds invested, take lump […]

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Retirement Planning Invitational – June/July 2015

Taking place in June and July in a number of locations across the UK the Retirement Planning Invitational series will focus on uncovering opportunities and mitigating risks in the new pension’s era. The speed with which the radical pension reforms have been introduced has left the industry in a state of shock, and as the […]

David Shelton’s business tips: Making communications consistent

Most communications activity comes with a cost and it is important to achieve the best impact. In addition to well targeted content that is relevant to the recipient it is also essential to achieve consistency. You can use these high level questions to help identify if you have any gaps and opportunities for improvement. If […]

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The Platforum: Be wary of platform tech shifts

There are some big changes happening under the surface in the platform market at the moment. With all of the excitement around the pension reforms currently it is easy to forget about the shifts in platform technology that are either in progress or on the horizon. And it is even easier to overlook the impact […]

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