Professional Adviser www.professionaladviser.com Fairstone adds £150m FUM in seventh acquisition of 2019 <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/news/4007375/fairstone-adds-gbp150m-fum-seventh-acquisition-2019 https://www.professionaladviser.com/news/4007375/fairstone-adds-gbp150m-fum-seventh-acquisition-2019 Tue, 26 Nov 2019 12:27:22 +0000 Advisers respond: Client retention or acquisition? <p><!--summary start--> Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king? <!--summary end--></p> https://www.professionaladviser.com/sponsored/3033744/advisers-respond-client-retention-acquisition https://www.professionaladviser.com/sponsored/3033744/advisers-respond-client-retention-acquisition Thu, 7 Jun 2018 09:46:00 +0000 Insurance websites failing customer needs <p><!--summary start--> Insurance company websites are not meeting even the most basic customer experience standards according to a recent survey. <!--summary end--></p> https://www.professionaladviser.com/news/2155013/insurance-websites-failing-customer https://www.professionaladviser.com/news/2155013/insurance-websites-failing-customer Fri, 24 Feb 2012 14:53:39 +0000 IFAs must look to technology for 2012 - Aviva <p><!--summary start--> The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned. <!--summary end--></p> https://www.professionaladviser.com/news/2133010/ifas-look-technology-2012-aviva https://www.professionaladviser.com/news/2133010/ifas-look-technology-2012-aviva Thu, 15 Dec 2011 10:56:22 +0000 Foster Denovo predicts budget orientated 2010 <p><!--summary start--> Foster Denovo envisages the market will continue to experience similar challenges in the first half of 2010, and employers are going to be continually working to keep costs down. <!--summary end--></p> https://www.professionaladviser.com/news/1566243/foster-denovo-predicts-budget-oriented-2010 https://www.professionaladviser.com/news/1566243/foster-denovo-predicts-budget-oriented-2010 Tue, 15 Dec 2009 14:34:00 +0000 NHS must improve early Cancer diagnosis says cancer tsar <p><!--summary start--> The NHS in England must get better at diagnosing cancers at an earlier stage if it is to improve survival rates, the cancer tsar has said. <!--summary end--></p> https://www.professionaladviser.com/news/1564151/nhs-improve-cancer-diagnosis-cancer-tsar https://www.professionaladviser.com/news/1564151/nhs-improve-cancer-diagnosis-cancer-tsar Tue, 1 Dec 2009 14:41:46 +0000 Groupama targets SME sector with PA policy <p><!--summary start--> Groupama Insurance has adjusted its Personal Accident policy to aid brokers targeting the SME sector. <!--summary end--></p> https://www.professionaladviser.com/news/1564144/groupama-targets-sme-sector-pa-policy https://www.professionaladviser.com/news/1564144/groupama-targets-sme-sector-pa-policy Tue, 1 Dec 2009 14:24:45 +0000 Better Business: Keeping customers happy <p><!--summary start--> David Child, managing director of 1st - The Exchange, says the financial crisis and RDR mean strong business relationships with clients are more important than ever for advisers. <!--summary end--></p> https://www.professionaladviser.com/feature/1562402/-business-keeping-customers-happy https://www.professionaladviser.com/feature/1562402/-business-keeping-customers-happy Tue, 17 Nov 2009 11:44:00 +0000 Aegon targets Business Protection <p><!--summary start--> Aegon has produced a factsheet highlighting the importance of business protection for an adviser's clients. <!--summary end--></p> https://www.professionaladviser.com/news/1560332/aegon-targets-business-protection https://www.professionaladviser.com/news/1560332/aegon-targets-business-protection Fri, 30 Oct 2009 09:21:00 +0000 Study highlights importance of marketing for IFAs <p><!--summary start--> IFAs believe marketing is important - but most do nothing about it, a survey suggests. <!--summary end--></p> https://www.professionaladviser.com/news/1556555/-survey-highlights-importance-marketing-ifas https://www.professionaladviser.com/news/1556555/-survey-highlights-importance-marketing-ifas Mon, 28 Sep 2009 14:32:00 +0000 ASA cautions British Insurance over direct mailing <p><!--summary start--> Payment protection specialists British insurance have breached Advertising Standards Authority (ASA) codes with a direct mailing promoting its products. <!--summary end--></p> https://www.professionaladviser.com/news/1533715/asa-cautions-british-insurance-direct-mailing https://www.professionaladviser.com/news/1533715/asa-cautions-british-insurance-direct-mailing Wed, 16 Sep 2009 11:25:07 +0000 Public head in the sand over protection - Scot Prov <p><!--summary start--> Nearly two-thirds (63%) of people in Britain continue to think ‘it' will never happen to them according to new independent research commissioned by Scottish Provident. <!--summary end--></p> https://www.professionaladviser.com/news/1468970/public-head-sand-protection-scot-prov https://www.professionaladviser.com/news/1468970/public-head-sand-protection-scot-prov Mon, 20 Jul 2009 15:57:00 +0000 When a plan comes together <p><!--summary start--> After much talk of a generic industry-wide protection campaign it seems the ball has started rolling. Paul Robertson explains the what it hopes to achieve and how it may impact the industry <!--summary end--></p> https://www.professionaladviser.com/feature/1297548/-plan-comes https://www.professionaladviser.com/feature/1297548/-plan-comes Sun, 1 Mar 2009 00:00:00 +0000 ASU and IP join lead mix <p><!--summary start--> Leadbay has begun offering advisers accident, sickness and unemployment (ASU) leads, and income prot... <!--summary end--></p> https://www.professionaladviser.com/news/1297834/asu-ip-join-lead-mix https://www.professionaladviser.com/news/1297834/asu-ip-join-lead-mix Sun, 1 Mar 2009 00:00:00 +0000 Online opportunity <p><!--summary start--> Advisers should concentrate more on internet marketing, according to IFA Life. Philip Calvert, foun... <!--summary end--></p> https://www.professionaladviser.com/news/1299331/online-opportunity https://www.professionaladviser.com/news/1299331/online-opportunity Sun, 1 Mar 2009 00:00:00 +0000 Drilling for success <p><!--summary start--> Companies can get ahead in the recession by investing money in a marketing plan. Justin Rees explains how lead-generation spend should be analysed <!--summary end--></p> https://www.professionaladviser.com/feature/1298962/drilling-success https://www.professionaladviser.com/feature/1298962/drilling-success Sun, 1 Feb 2009 00:00:00 +0000 Prepare for the best <p><!--summary start--> Advisers should plan their marketing activities before an economic upturn, according to IFA Life. Ph... <!--summary end--></p> https://www.professionaladviser.com/news/1298275/prepare https://www.professionaladviser.com/news/1298275/prepare Sun, 1 Feb 2009 00:00:00 +0000 LeadPoint sets 2009 product launch target <p><!--summary start--> Lead exchange marketplace LeadPoint has revealed it plans to launch more than ten new lead products in 2009. <!--summary end--></p> https://www.professionaladviser.com/news/1335566/leadpoint-sets-2009-product-launch-target https://www.professionaladviser.com/news/1335566/leadpoint-sets-2009-product-launch-target Mon, 5 Jan 2009 14:00:00 +0000 Market views <p><!--summary start--> The FSA has published its RDR feedback statement. Will distinguishing between independent and sales advice, setting minimum qualifications for IFAs and introducing a standard for independent advice 'reform the investment market' and increase confidence and trust for consumers? <!--summary end--></p> https://www.professionaladviser.com/opinion/1296999/market-views https://www.professionaladviser.com/opinion/1296999/market-views Thu, 1 Jan 2009 00:00:00 +0000 Bridging the gap <p><!--summary start--> As financial markets enter a period of change and turmoil, the way they are marketed will also need to be addressed writes Abi Wood <!--summary end--></p> https://www.professionaladviser.com/feature/1299908/bridging-gap https://www.professionaladviser.com/feature/1299908/bridging-gap Mon, 1 Dec 2008 00:00:00 +0000 The gentle art <p><!--summary start--> It is during hard times that people need protection the most but persuading them to part with their cash may be difficult. Roger Edwards offers some marketing advice <!--summary end--></p> https://www.professionaladviser.com/feature/1299406/-gentle-art https://www.professionaladviser.com/feature/1299406/-gentle-art Wed, 1 Oct 2008 01:00:00 +0000 The beginning of something beautiful? <p><!--summary start--> Many advisers view lead generation firms with suspicion, but is this justified? Justin Rees explains how purchasing consumer information in the form of leads can help new business blossom <!--summary end--></p> https://www.professionaladviser.com/feature/1298931/-beginning-beautiful https://www.professionaladviser.com/feature/1298931/-beginning-beautiful Mon, 1 Sep 2008 01:00:00 +0000 Market views <p><!--summary start--> Fortis has just launched two new products after much hype. What do you think of Real Life Cover and Your Life Plan and do you think they will become industry templates for product innovation? <!--summary end--></p> https://www.professionaladviser.com/opinion/1298392/market-views https://www.professionaladviser.com/opinion/1298392/market-views Mon, 1 Sep 2008 01:00:00 +0000 Tailored to fit <p><!--summary start--> Helen Morrissey talks to a panel of experts about the challenges and prospects facing the annuity market <!--summary end--></p> https://www.professionaladviser.com/feature/1356289/tailored-fit https://www.professionaladviser.com/feature/1356289/tailored-fit Fri, 1 Aug 2008 01:00:00 +0000 Market views <p><!--summary start--> LeadPoint, a lead generation portal, is about to expand its offering and launch into the protection market. What do you think of such an idea, bearing in mind the current economic climate? <!--summary end--></p> https://www.professionaladviser.com/opinion/1300745/market-views https://www.professionaladviser.com/opinion/1300745/market-views Fri, 1 Aug 2008 01:00:00 +0000 Portal receives cold welcome <p><!--summary start--> LeadPoint, a lead generation portal, is to expand its offering and launch into the protection arena,... <!--summary end--></p> https://www.professionaladviser.com/news/1300137/portal-receives-cold-welcome https://www.professionaladviser.com/news/1300137/portal-receives-cold-welcome Tue, 1 Jul 2008 01:00:00 +0000 Provider slates fact-find systems <p><!--summary start--> Industry expert labels broker-designed protection products system inadequate <!--summary end--></p> https://www.professionaladviser.com/news/1297132/provider-slates-systems https://www.professionaladviser.com/news/1297132/provider-slates-systems Sat, 1 Mar 2008 00:00:00 +0000 Market views <p><!--summary start--> The Association of Independent Financial Advisers (Aifa) has called for the structure, processes and charges of the Financial Ombudsman Service (FOS) to be given a radical overhaul. What do you think of such an idea, and what do you think of the Hunt Review in general? <!--summary end--></p> https://www.professionaladviser.com/opinion/1298555/market-views https://www.professionaladviser.com/opinion/1298555/market-views Sat, 1 Mar 2008 00:00:00 +0000 As life passes by <p><!--summary start--> The whole of life market has been hit with yet another year of poor sales figures, but is there a way that the sector can grow to offer a more up-to-date offering to consumers? Lucy Quinton reports. Click here to download pdf <!--summary end--></p> https://www.professionaladviser.com/analysis/1298254/-life-passes https://www.professionaladviser.com/analysis/1298254/-life-passes Fri, 1 Feb 2008 00:00:00 +0000 Unchanged melody <p><!--summary start--> Many across the industry have been distinctly underwhelmed by the new Insurance Conduct of Business sourcebook but, as Lucy Quinton writes, it still holds a few surprises. <!--summary end--></p> https://www.professionaladviser.com/feature/1297876/unchanged-melody https://www.professionaladviser.com/feature/1297876/unchanged-melody Fri, 1 Feb 2008 00:00:00 +0000 Market views <p><!--summary start--> At the end of last year, Norwich Union said that it was planning to launch a guaranteed claims pilot. If launched, it will offer policyholders a guarantee that their protection policies will pay out and will be available for an extra £2 to £3 a month. Is this a wise move? Would it work? What do you think of such a product? <!--summary end--></p> https://www.professionaladviser.com/opinion/1298448/market-views https://www.professionaladviser.com/opinion/1298448/market-views Tue, 1 Jan 2008 00:00:00 +0000 Wide of the mark <p><!--summary start--> After another less-than-successful year, individual income protection is the subject on everybody's lips as this month's COVER survey paints a stark picture. Lucy Quinton reports. Click here to download pdf <!--summary end--></p> https://www.professionaladviser.com/analysis/1297260/wide-mark https://www.professionaladviser.com/analysis/1297260/wide-mark Sat, 1 Dec 2007 00:00:00 +0000 Between a rock and a hard place <p><!--summary start--> The ongoing Northern Rock saga has left consumer trust in the financial services industry in tatters. But, as Peter Carvill finds out, those with high personal debt cannot have it both ways. <!--summary end--></p> https://www.professionaladviser.com/feature/1299894/-rock-hard https://www.professionaladviser.com/feature/1299894/-rock-hard Thu, 1 Nov 2007 00:00:00 +0000 Stormy weather <p><!--summary start--> News that a child is on the way brings worries and costs to mind. Insurers, however, wish they figured more prominently in a new family's financial planning, writes Lucy Quinton <!--summary end--></p> https://www.professionaladviser.com/feature/1300440/stormy-weather https://www.professionaladviser.com/feature/1300440/stormy-weather Wed, 1 Aug 2007 01:00:00 +0000 Failure to launch <p><!--summary start--> As new products stutter and stall, few providers are offering the kind of innovation needed to gain any ground towards the level of service policyholders really need, writes Lucy Quinton <!--summary end--></p> https://www.professionaladviser.com/feature/1298067/failure-launch https://www.professionaladviser.com/feature/1298067/failure-launch Fri, 1 Jun 2007 01:00:00 +0000 Glimmer of light <p><!--summary start--> With the ABI now turning its attention to income protection, what can be done to give hope to a product that has suffered yet more declining sales? Lucy Quinton investigates Click here to download pdf <!--summary end--></p> https://www.professionaladviser.com/analysis/1300123/glimmer-light https://www.professionaladviser.com/analysis/1300123/glimmer-light Fri, 1 Dec 2006 00:00:00 +0000 New beginnings <p><!--summary start--> Senior partner at CWC Research and co-founder of the Income Protection (IP) Task Force Clive Waller tells Johanna Gornitzki why IP is still the golden product of the protection market <!--summary end--></p> https://www.professionaladviser.com/interview/1297398/-beginnings https://www.professionaladviser.com/interview/1297398/-beginnings Fri, 1 Sep 2006 01:00:00 +0000 Viewpoint <p><!--summary start--> A number of radical protection products are expected to hit the market this year, but will they help encourage more people to buy cover? And what else is needed to bridge the protection gap? <!--summary end--></p> https://www.professionaladviser.com/opinion/1298058/viewpoint https://www.professionaladviser.com/opinion/1298058/viewpoint Sat, 1 Jul 2006 01:00:00 +0000 The hidden depths <p><!--summary start--> Budget protection is rarely treated as a serious option by advisers and customers but it may not be as much of an oxymoron as some people believe, reports Georgina Kenyon <!--summary end--></p> https://www.professionaladviser.com/feature/1297891/-hidden-depths https://www.professionaladviser.com/feature/1297891/-hidden-depths Sat, 1 Jul 2006 01:00:00 +0000