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 […]
Old Mutual Wealth has reported a 16 per cent rise in year-on-year sales during the first quarter, from £3.9bn to £4.6bn, as assets on its UK platform hit £33bn. The firm’s interim management statement for the first three months of 2015, published this morning, reveals platform sales were up 15 per cent year-on-year to £1.45bn, […]
Networking is a crucial part of developing referrals and opening new doors. Indeed, many advisers we work with are building profitable businesses almost solely on referrals. Building a referral network is a great way to find new clients and prospects. However, contrary to popular belief, networking is not about trying to sell your services to […]
The pensions industry is reeling after leading figures lost their seats, resulting in a pensions ‘brain drain’ in the House of Commons. Pensions minister and Liberal Democrat Steve Webb, shadow pensions minister Gregg McClymont, shadow Treasury minister Cathy Jamieson and work and pensions select committee chair Dame Anne Begg all lost their seats. Hargreaves Lansdown […]
Jelf Employee Benefits assesses key trends within the international private medical insurance provision of organisations with employees in Singapore. Benefit structure, cost management and healthcare facilities are examined and key considerations are highlighted. This edition will be of particular interest to global human resource directors and benefit managers with local and expatriate populations in Singapore.
- Top trends
- Top trends
- Dennis Hall: Why we are reducing portfolios to just one fund
- Paul Armson: How standard financial planning can fail clients
- Paul Lewis: Time to end this dangerous commission in disguise
- How much are advisers charging for pension transfers?
- Aegon prepares to compensate advisers for Cofunds replatforming woes
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