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The latest thinking, techniques and
developments in financial services marketing

If you could create your own network, how would it look?

Much has been reported in recent months about the debate between the old networks versus the direct route. Big-hitting executives from multiple camps praising the merits of their organisations usually after another casualty declares a catastrophic failing.

Continue reading “If you could create your own network, how would it look?” »

ifa Business Solutions Ltd Launches 3rd September 2012

Thought Running an IFA firm was difficult? Think again! Just visit  http://www.ifabusinesssolutions.co.uk and see how we can make your lives easier. Continue reading “ifa Business Solutions Ltd Launches 3rd September 2012” »

How to get discovered on the internet

The game has changed

The power of the internet means it’s now possible for financial services providers to build a broader and more profitable online audience by carefully applying some specific approaches and techniques. All it takes is confidence and an internet connection.

Continue reading “How to get discovered on the internet” »

A fresh look at bridging finance

Ensure your customers get the right advice and at the right price, avoid the pitfalls of the bridging market by using an experienced commercial mortgage broker.  The most common misconception is that bridging loans are only to be used as means of providing finance to secure a new property whilst waiting for their own property to sell. Bridging finance has many other uses in the current property market outside of this “normal” approach. Continue reading “A fresh look at bridging finance” »

Adding automated payments will increase efficiency in financial services – businesses and software

As the FSA’s new regulations, across multiple sectors of the financial advisers industry, come into effect over the next twelve to eighteen months there is great importance in software products not only helping advisers and brokers to comply with these changes but also brings a more efficient method to dealing with clients and administration. Continue reading “Adding automated payments will increase efficiency in financial services – businesses and software” »

Net lending to small UK businesses down 6% – time to commission a business mentor

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?

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?” »

Selectapension enchances pension switching tools to be RDR friendly

“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” »

Consumer engagement key to improving retirement income choice

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 UK appoints new Head of Protection

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” »

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