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RDR

uncategorised

The personal touch

Talking face to face remains an excellent tool for both existing and new clients. Maria Merricks looks at how to plan the perfect client seminar.

clock 13 October 2010 • 4 min read

Income Protection

Canada Life and IPTF target GIP growth with adviser seminars

Canada Life and the Income Protection Task Force (IPTF) are launching a series of free seminars for advisers aimed at growing the group income protection (GIP) market.

clock 21 September 2010 • 1 min read

uncategorised

Nuts and Bolts...

A large part of the South African population consists of low income families and individuals. With the RDR on the horizon and the creation of the money guidance service just around the corner, Andy Milburn looks at what we can copy from the protection...

clock 09 August 2010 • 4 min read

uncategorised

Critical Illness - Plotting the future

Choosing a policy for a client can be tricky. Alan Lakey talks over his solution with Paul Robertson

clock 07 July 2010 • 7 min read

Regulation

Zurich launches Diploma support for advisers

Zurich is providing access to new online learning materials in a bid to help advisers studying for examinations for the up coming Retail Distribution Review (RDR).

clock 18 June 2010 • 1 min read

Adviser / Broking

Defending the cause

A poorly thought out aspect of the retail Distribution Review as it stands is its effect on Holloway products. Paul Hudson explains

clock 11 June 2010 •

Technology

Twittering on

The economic downturn forced consumers to take a closer look at financial wellbeing. It is now easier for consumers to take this in hand, all be it with the help of opera singers and meerkats, Sean Casey discusses how this trend affects advisers and...

clock 13 May 2010 •

Business

Don't let life pass you by

There is one way to avoid struggling with the future - avoiding it. Matt Smith clarifies the options for those looking for business exit plans

clock 06 April 2010 • 7 min read

Individual Protection

ABI director Kelly to speak at Protection Review

New ABI director general Kerrie Kelly has been confirmed as a keynote speaker at this year's Protection Review conference.

clock 29 March 2010 • 1 min read

Regulation

RDR protection paper: Opinions positive for the FSA

Reaction to the FSA's consultation paper CP10/8 on pure protection sales by retail investment firms has been positive.

clock 26 March 2010 • 1 min read
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