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CWC research

Adviser / Broking

Advisers unswayed by protection policy pricing - Research

Research has shown advisers assess product attributes over any pricing consideration when advising on protection.

clock 15 July 2011 •

Adviser / Broking

Waller: we cannot rule out RDR read-across to protection

A 'read-across' of the retail distribution review (RDR) to the protection space remains a possibility and intermediaries must continue to lobby hard to prevent it, an industry consultant said.

clock 14 July 2011 •

Income Protection

IFAs lack protection knowledge as RDR presents 'colossal opportunity'

The protection sector has a "colossal opportunity" to expand after the Retail Distribution Review (RDR) but many IFAs lack protection knowledge and those that do have it do not use it, according to new research.

clock 26 May 2011 •

Your profession

Blog: Barclays' exit is nothing to gloat about

Clive Waller, director at CWC Research, on why Barclays quitting branch-based financial planning is bad news for IFAs

clock 03 March 2011 •

Your profession

You cannot afford to fail the Panorama test

Dear FSA, I do hope you won’t mind me expressing a little surprise at some of the contents of your platform paper, but be honest: you have done something of a U-turn.

clock 25 November 2010 •

Wrap/platforms

Standard Life named Platform of the Year

Standard Life took home the top gong of Platform of the Year at the Aberdeen UK Platform Awards.

clock 30 September 2010 •

Wrap/platforms

How can technology improve platform due diligence?

Clive Waller, managing director of CWC Research, looks at technology developments affecting the platform industry.

clock 08 September 2010 •

PMI

Election 2010: Protection and PMI manifesto wishes

Be it pre or post election, there are always imperatives; things any government or government in waiting must aim for.

clock 30 April 2010 •

Wrap/platforms

Clive Waller tackles platform charging

Clive Waller, managing director of CWC Research, discusses the contentious issue of platform charging.

clock 25 February 2010 •

Wrap/platforms

Advisers call for RDR spotlight on platforms

Platforms should come under the same whole of market regulatory scope as investment products post-RDR, according to advisers.

clock 11 February 2010 •
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