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David Shelton’s business tips: Planning a marketing campaign

It is important marketing campaigns are planned to a fine level of detail. Investment of time at outset should improve returns as well as make your marketing more accountable. Campaigns can include any activity from enquiry generation using mail shots or advertising, through to invitations to seminars. This universal checklist will make sure that nothing […]

Out of context: Friends Life

Out of context

“I don’t know, I just press the button” A Friends Life press officer can offer no details following a press release announcing the provider’s advice tie-up with Foster Denovo. “Building straw houses isn’t tried and tested because something might huff and puff” Association of Mortgage Intermediaries chief executive Rob Sinclair opens the door to a fairytale […]

holweger

Mark Holweger: Using health awareness days to boost CI engagement

My calendar includes a number of critical illness awareness campaigns at the moment. March was focused on prostate cancer awareness, while this month is bowel cancer awareness month. You may recall that Monday was World Health Day. These consumer campaigns are certainly welcome, as they raise the level of discussion around these conditions and hopefully […]

Towers Watson and Threadneedle parent circle Russell Investments

Towers Watson and Threadneedle Investments’ parent company are among the bidders circling Russell Investments, the US asset manager being sold by the London Stock Exchange Group. The FT reports an auction process for the business is now in the second round. Russell Investments has $273bn (£177bn) in funds under management and is expected to be […]

Guide

Guide: day-to-day tasks ​— can your system manage?

This guide from Johnson Fleming will take you through the required communication and also give ideas for additional actions that will ensure your auto-enrolment project is a success. As well as highlighting what is required from a system to ensure it is up to the tasks, an overview of the following is also provided: data validation; data categorisation; employee communication; opt-in process; opt-out process; produce contribution schedule; contribution reconciliation process; upload of member data to pension provider; upload contribution to pension provider; manage salary sacrifice process; enrolment process; re-enrolment process; and management of increased employee queries.

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