View more on these topics

Conference is a critical success

John Joseph Financial Services says its first IFA critical-illness sales and marketing conference was such a success it is organising a second event.

Managing director John Joseph says 44 IFAs attended the first conference recently and he intends to announce the date for a second critical-illness conference in his Money Marketing column next week.

Representatives from Best Doctors and the Special Risks Bureau attended the Bupa-sponsored event.

With 126 different types of critical-illness policies in the market and 43 providers, Joseph says the conferences are aimed at giving IFAs the confidence, skills and knowledge to go out and sell critical cover, as he believes few IFAs know how to mix and match products. This follows the move by providers not to offer training, with advice offered over the phone rather than in person, says Joseph.

He says: “What IFAs are missing out on now is the good quality training courses that used to be there and the chance to improve their skill sets, contacts and everything else. I have proven that, just by making one announcement in a column, I could have put 100 people in one room.”

Insurance Portfolio Consultancy director Brian Lentz says: “The level of interest shown and questions asked proves this type of event should be held on a national scale.”


A high price to pay for Bamford&#39s PI insurance

Your journal has now provided Nick Bamford with the opportunity to complain about his treatment at the hands of the wicked Professional Indemnity underwriting market twice in four weeks, yet there is another side to the story. At the eighth hour, I was asked to meet with Nick and his broker with a view to […]

Isa boost for IFAs

Isa season cash inflows rose on average 16 per cent in the IFA sector according to a survey by Prudential. The research shows 59 per cent of IFAs feel their clients have a more positive attitude to investment risk compared to this time last year, while only 14 per cent describe their clients as being […]

Julian Gibbs

One bit of good news in the Budget should help the venture capital sector attract more money. The Chancellor has increased income tax relief on investments from 20 per cent to 40 per cent for 2004/05 and 2005/06. Furthermore, the personal investment limit will increase from £100,000 to £200,000 in any tax year. The income […]

Bupa revamps dental plan

Bupa has simplified its corporate dental plan to make it easier for IFAs to sell and easier for employees to understand.. The previous version of the plan had six levels of cover and enables employees to choose from a select number of dentists. This version has two levels of cover and enables employees to visit […]

Is volatility dead? No, sell credit

There are several arguments that one could currently make for why credit markets look unattractive. These include signals that the US economy is in late cycle, the fact that corporate leverage has been increasing (with 2016 setting a record for the amount of global bond issuance), and that US high-yield default rates have risen considerably […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm