View more on these topics

IFAs get on-line marketing boost

IFAs who need to move their business on-line are being offered help from a new Clerical Medical guide.

The guide advises IFAs on how to build their own website to grow their businesses through effective on-line marketing.

The life office hopes the guide will allow advisers to capitalise on the skills and experience of its marketing team, who were responsible for compiling it.

Responding to the competitive pressure experienced by IFAs, the guide is designed for those who want to use the internet to keep pace with new on-line market players.

Clerical Medical says heightened pressure from new on-line competitors plus changes in legislation means IFAs&#39 marketing efforts need to be as effective as possible.

The guide is the latest in the company&#39s “How to” series, and follows previous editions which focused on press advertising, databases and organising seminars.

Clerical Medical senior sales development executive Nathan McGurl says: “Some of the new competition are household names and IFAs may find it difficult to compete against them. IFAs must exploit their unique position.”


On-line signatures a welcome move

Legal & General has welcomed the Government&#39s initiative to allow stakeholder pensions to be sold online without the need for a paper-based signature.The life office believes last week&#39s announcement by the DSS which plans to allow electronic pension applications fits exactly with its plans for stakeholder.It believes a streamlined digital stakeholder pension offers an attractive […]

R&SA hits out at merger rumours

Royal & Sun Alliance has hit out at rumours it has been looking to merge, but says it would consider an acquisition in general insurance.R&SA chief executive Bob Mendelsohn said reports it had appointed investment bankers to consider possible suitors were categorically false.Mendelsohn said: “We believe the return on capital invested in a well-managed general […]

Clerical Medical slates pensions levy hike

Clerical Medical has warned that DSS plans to increase levies to run four separate pensions bodies could stretch the one per cent stakeholder cap to the limit.The life office says this year&#39s increase is unavoidable but it remains concerned that significantly increased levies could put strains on the already slim margins for stakeholder.The increased levy […]

Pensions ruling may save £200m

Pensioners are set to benefit from a court of appeal ruling which could save pension funds £200m in tax.The case was brought against the Government by two of the biggest pension schemes in Britain which argued sub-underwriting was an integral part of their investing activities and as such should be tax exempt.Sub-underwriting refers to the […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]


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