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Wheatcroft wins achievement award

Swiss Re technical manager Ron Wheatcroft has won the outstanding achievement award at the Protection Review awards.

The awards, which were held at the Cafe Royal in London last week, also saw Pru Health chief executive Shaun Matisonn winning personality of the year.

Wheatcroft was given the award for the quality of his technical publications at Swiss Re, his customer service skills and his work as former chairman of the Investment and Life Assurance Group.

Matisonn received the award for his work in stablishing Pru Health and Pru Protect as major influences in the protection sector.

The Protection Review innovation award went to Direct Life and Pensions for its quote system Intelligent Protection.

Protection Review co-editor Andy Couchman says: “These are all outstanding recipients of the awards whose work is very well recognised throughout the protection industry. We are delighted to celebrate them in this way.”

Co-editor Peter Le Beau says: “The huge attendance at this year’s Review dinner underlined the interest in and energy surrounding the life and health protection industry in the UK. We have to find a way of turning this in to greater sales activity and improve momentum. There are recent encouraging signs that the market is becoming more innovative and customer-focused.”


Don’t look down on protection

An elitist attitude towards protection sales is being adopted by a number of IFAs, according to Highclere Financial Services partner Alan Lakey.

No consensus on charging, says Pada

The Personal Accounts Delivery Authority admits there is no clear consensus from the industry on a suitable charging structure for personal accounts in a consultation response document this week.

Standard in the vanguard

In November 2002, Standard Life quietly started something of a revolution in the financial services market when it became the first UK life office to give free access to stochastic modelling tools. This started a trend that has seen increasing numbers of firms put such tools at the heart of their advice process.


Guide: how to change your auto-enrolment support

As we approach the two-year milestone of auto-enrolment, employers have had the opportunity to truly assess the capabilities of their chosen support. They are also now realising that getting to the staging date was the easy part, and that support is required for almost every aspect of the day to day running of their scheme. With the three-year re-enrolment window coinciding for many with the total removal of commission and Active Member Discounts from pension-related products and services, as well as the introduction of the pension charge cap in April 2015, many employers will have no choice but to review their support options. But, what is involved in transitioning your auto-enrolment scheme away from your current support options? This guide from Johnson Fleming aims to outline some of these key areas and provide information and discussion points on what you need to consider.


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