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Stakeholder just the beginning

I was interested to read Douglas Jones&#39 stakeholder article (Money Marketing November 8) which highlights the new opportunities for IFAs to write stakeholder business with non-earners. But I think it misses the point.

The problem is that there is very little money in stakeholder for IFAs, so why would anyone want to chase up non-earning partners of clients in the existing client bank – or, bizarrely, “establishing links with some carers&#39 help network” (that one must have looked good on the flipchart when they brainstormed the opportunities).

However, if you think about cross-selling potential, it quickly becomes apparent that developing the client bank by signing up stakeholder clients makes absolute sense. Provided, of course, that you set up the processes to ensure that you make those second and third sales. And cost-effective systems to identify stakeholder prospects in the first place.

Stakeholder is a great product for IFAs if it is treated as the beginning of a productive (and profitable) relationship.

Neil Craig

PMP Marketing, Cheltenham,



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PHL deal for minor credit problems

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Neptune video: Abenomics: the impetus for Japan’s fast-track recovery?

The remarkable performance of the TOPIX over the past year has caused many sceptical equity investors to look again at the Japanese market. These returns have come despite very significant problems facing the Japanese economy. Chris Taylor, manager of the Neptune Japan Opportunities Fund, discusses these problems and whether Abenomics will be able to overcome them, enabling the market to continue to rise.

In the video, Taylor addresses the following:

• The size and speed of Japan’s unprecedented monetary policy
• Abenomics and the implications should it fail
• Corporate Japan and beneficiaries of government policy


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