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Intermediaries / Brokers

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Embracing change with open arms

Embracing change with open arms

13 August 2015 | General

It is often difficult for advisers and intermediaries who are under increasing pressure with legislative bodies to maintain the right balance between satisfying clients, and maintaining a competitive edge.

Beneficiary funds – what planners should know

Beneficiary funds – what planners should know

12 August 2015 | General

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

Affinity and Partnership Marketing in UK Commercial Non-Life Insurance

11 August 2015 | General

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

Commercial and Personal Non-Life Insurance Brokers in the UK

05 August 2015 | General

Brokers battle for growth in a valuable but stagnant market.

quick poll
Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer
Improved interaction will create better client relationships

Improved interaction will create better client relationships

05 August 2015 | General
Fee for action

Fee for action

14 July 2015 | General
Complexities facing the financial services distribution landscape

Complexities facing the financial services distribution landscape

09 July 2015 | General
 Time for advisors to get proactive – Imara

Time for advisors to get proactive – Imara

09 July 2015 | General
Business of Financial Advice – A guide for financial advisers to building a service-based business

Business of Financial Advice – A guide for financial advisers to building a service-based business

07 July 2015 | General
Walking an amazing journey

Walking an amazing journey

07 July 2015 | General
Redefining the world of a successful financial planner

Redefining the world of a successful financial planner

29 June 2015 | General
Camargue helps business & brokers navigate the provisions of POPI

Camargue helps business & brokers navigate the provisions of POPI

26 June 2015 | General