A senior couple sitting down with a personal consultant, perhaps a financial advisor to discuss their retirement plans, or maybe a realtor or insurance agent.
We’re all living longer – half the future generation born after 2036 is expected to live to 100*. But despite more of us saving for our retirement, and from a younger age, there’s still a lot of work to do if we want our time in retirement to be both financially and physically healthy – […]
Points make prizes for advisers’ best customers who could benefit greatly from their show of loyalty A fancy night out, “free money” in the form of tax breaks, a gym membership or avocados delivered to your doorstep. These are just some extras advisers have used to reward their best clients. But with some arguing that […]
Fund managers with a solid investment philosophy can identify their edge and the environment in which they will flourish My last column highlighted the weakness in relying on past performance in fund selection (weakness is putting it politely). I then provided an overview of some of the more qualitative factors advisers should consider when analysing […]
“The cheque is in the post.” “Of course I love you.” “Hi, I’m from compliance and I’m here to help you.” These are some of the greatest lies in the world and now a new one has been added to the list: “We are re-platforming to provide you with a better service.” When the first […]
The Swiss Re Group is a major reinsurer in the group risk market in the UK. As such, their Group Watch 2015 report is a useful indicator as to the current state of play in the area of employer sponsored group life, group income protection, and group critical illness markets.
- Top trends
- Top trends
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