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Beneficiary funds – what planners should know

12 August 2015

Beneficiary funds were introduced in January 2009, yet many pension fund trustees and financial advisers remain unaware or confused about their use and advantages. Fairheads Benefit Services believes that all financial advisers, especially those who advise on employer sponsored group life policies, should be aware of this important fiduciary service and investment product.

Affinity and Partnership Marketing in UK Commercial Non-Life Insurance

11 August 2015

The penetration of commercial lines affinity schemes continues to grow, especially among professional associations: Towergate and Hiscox are the most prolific providers.

Commercial and Personal Non-Life Insurance Brokers in the UK

05 August 2015

Brokers battle for growth in a valuable but stagnant market.

Improved interaction will create better client relationships

05 August 2015

The interaction between the adviser and their client has, and will always, be the cornerstone of financial wellness and the foundation of trust between two parties. However, we have hit a cross road and need to take a step back and question whether the basis of the interactions we used to have with clients in the past will be relevant to the new-age client.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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