Communication

Five minutes with…City diversity champion Bev Shah

City Hive founder Bev Shah has become a highly influential voice for diversity in the asset management sector. Ahead of her appearance at the forthcoming Money Marketing Interactive conference, she talks rebuilding trust in the investment sector and ditching the “bowler hat” image. What is the most encouraging advice market trend you are seeing at […]

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Investment jargon must end, IA says

The Investment Association has launched new guidance to help fund managers communicate their strategies and technical terms with consumers. According to consumer testing carried out in partnership with The Wisdom Council, three quarters of investors struggle with technical terms, while others have difficulty understanding a range of commonly-used terms. Less than half are able to […]

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What’s stopping advisers selling protection?

Leading financial planners have given a host of tips for advisers looking to bridge the protection gap with clients. In the latest episode of the Money Marketing podcast, this week in association with Royal London, Addidi Wealth financial planner Anna Sofat, Richmond House director Ian Jenkins and Royal London business development manager Vincent O’Connor sounded […]

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DB transfers review criticises FCA register and Unbiased

The FCA’s website and Unbiased have been criticised as unhelpful in a major review of the communications received by members of British Steel Pension Scheme The review, commissioned by the Pensions Regulator and led by former Money Advice Service boss chief executive Caroline Rookes has been published today. It looks into communications and support provided […]

Lessons to be learnt

Sesame launches new adviser academy

Sesame Bankhall Group has become the latest advice market brand to launch an academy for member firms. The network, support service and mortgage advice business has partnered with training and education firm Simply Academy to offer member firms across its different business lines access to apprenticeship programmes to help them develop and recruit new staff. […]

Budd, Hoskin and more great speakers added to Money Marketing Interactive

Money Marketing’s flagship conference, Money Marketing Interactive, has added even more brilliant names to its London date. For an in-depth look into consolidation, Former Ovation managing director Chris Budd will be taking to the stage to talk about how he was able to sell his advice firm to his own staff, while Almary Green’s Carl […]