The latest thinking, techniques and
developments in financial services marketing

Ron G Holland recommends small to medium sized enterprises to commission professional Business Mentors to help get through the economic downturn. Continue reading “Net lending to small UK businesses down 6% – time to commission a business mentor” »

Are you tired of networks telling you what you can and can’t do?  Do you want to be somewhere that is RDR ready and not waiting until the last minute?  Do you need support but want to maintain your autonomy? Continue reading “Are you tired of networks telling you what you can and can’t do?” »

“Enhanced calculators give advisers a range of different RDR-friendly fee charging structures to choose from when comparing retirement options”

Selectapension, a leading provider of online pension transfer comparison and retirement planning tools for Advisers, has announced the introduction of enhanced versions of its online calculators, that will allow Advisers to run RDR-friendly pension switching analyses for the first time. Continue reading “Selectapension enchances pension switching tools to be RDR friendly” »

ABI Compulsory Code of Conduct is “common sense”, says MetLife

Increasing consumer engagement is crucial to improving retirement income choices – and the Association of British Insurers’ Compulsory Code of Conduct is a “common sense agreement” for consumers and the industry, according to MetLife. Continue reading “Consumer engagement key to improving retirement income choice” »

Skandia today announces the appointment of Ian Jefferies as Head of Protection for Skandia UK. 

The Skandia protection proposition operates in the high net worth space, specialising in guaranteed whole of life cover and rolling term. Ian will focus on developing the protection proposition and strengthening Skandia’s position in this market. Continue reading “Skandia UK appoints new Head of Protection” »

 Product changes offer increased flexibility and additional cover

MetLife has re-launched its Group Life Protection product as part of the ongoing expansion of its growing Employee Benefits business. Continue reading “Metlife re-launches group life in employee benefits expansion” »

The low gilt yield environment is impacting the financial advice given to people when it comes to taking an income from their pension, according to new research by Skandia*. Continue reading “‘Phasing’ or ‘delaying’ can help improve retirement income say advisers” »

Visual identity delivers an ever-increasing snowball effect

At a time when the financial services industry is desperately seeking answers to issues of consumer trust and business performance, it is noteworthy that a financial company has come out on top in the design industry’s premier awards. Legal & General has walked off with the Grand Prix in the DBA’s Design Effectiveness Awards, judged exclusively by senior marketers and notable for being the only award scheme that uses commercial data as a key judging criterion. Continue reading “A light in the gloom for financial services companies” »

Tweet for your chance to win the first book about RDR

Chris Davies, director at Consultancy Engage Partnership, has written what he says is the first book about the Retail Distribution Review (RDR) and the industry’s battle for clients’ hearts and minds.

 Continue reading “Winning client trust” »

Shift towards online advertising, direct marketing and sales promotions

UK marketing spend has seen a slight rise during the fourth quarter of 2011, according to the latest IPA Bellwether report.

This is the second consecutive quarter that marketing chiefs have increased their marketing budgets, but business confidence remains low. Continue reading “Marketing spend up but confidence low” »