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Nearly half of banks outsource DM

Direct marketing is outsourced to third-party companies by 47 per cent of banks, according to research from data management specialist CDMS. The research looked at senior marketers in the top 1,000 firms.

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Many happy returns

Credit Suisse Asset Management joint heads of multi-manager Gary Potter and Robert Burdett talk to Philip Scott about a decade of pioneering multi-manager investment

Oakwood could use packagers

The Oakwood Group is likely to use packagers despite Michael Bolton’s outspoken criticism of the market. MBAC Consulting director Alan Cleary, who is expected to form part of Oakwood’s senior team, anticipates that the new firm will use packagers to add value and help with distribution. Cleary says: “I would have thought that Oakwood will […]

Sandler joins Paternoster

Ron Sandler has been signed up as chairman of closed life fund consolidator Paternoster. Sandler achieved widespread recognition for the review of savings he carried out for the Treasury in 2001. He is chairman of financial education charity PFEG and former chief executive of Lloyd’s of London. He is also chairman of Computacenter, Kyte Group […]

Bright Grey to sell PTA only via advisers

Bright Grey has launched its pension term assurance with single-life plans on level, decreasing and increasing terms. The product will only be available through IFAs. Products director Roger Edwards says: “We have designed our plan to be very flexible and it can be used to mix mortgage and individual and family protection. Cover increase options […]

Pension savings-2015

Pension tax relief: parked (for the moment)

The national news agenda has been dominated by pension issues this month. For those that missed it (and there cannot have been many given that this was the lead story in spoken and written media), the Chancellor announced a decision to make no decision on pension tax relief in his 16 March 2016 Budget speech. To […]

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