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Dennis Hall: Finding a middle ground with clients

I cannot remember how long it took me to switch from actively managed funds to passive ones. Nor do I recall the time it took to incorporate lifetime cash flow modelling and then lifestyle financial planning. It could have been months, if not years, and I still have situations where my beliefs are challenged. I […]

Lifecycle links the distribution chain

The mortgage advice industry is  now in far better shape than it was just a few years ago but when it comes to innovation I cannot help feeling it is the poor relation compared with the investment advice market. There is far less competition in terms of leading-edge solutions to meet consumers’ needs. While investment […]

Embrace simplicity!

By Fiona Holmes, proposition communications manager When I first took out critical illness cover, I was overwhelmed. It wasn’t just the form filling, it was finding out about the sheer number of illnesses I was covered for. Did it give me peace of mind that I was covered for neuromyelitis optica or systematic lupus erythematosus? […]

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