Despite recent industry improvements on staff incentives in a bid to reduce misselling, wider performance management techniques have been found to negatively influence the behaviour of frontline staff. The FCA has been clear in its stance that firms that offer staff incentives or use ‘pushy’ performance management techniques to drive sales are not operating in […]
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.
Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]
The FCA has fined Clydesdale Bank £20.6m over serious failings in the way it handled payment protection insurance complaints. This is the largest ever fine imposed by the FCA for PPI-related failings. The FCA says in mid-2011 Clydesdale implemented inappropriate policies which meant that its PPI complaint handlers were not taking into account all relevant […]
By Kunal Desai, Head of Indian Equities at Neptune Watch Kunal Desai, Manager of the Neptune India Fund, explain what he feels will be the driver of India’s shift from a story of relative outperformance to one of absolute returns. Click here to watch the video Important Information: Investment risks This fund may have […]
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