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RDR

Investment

Long term care: A demographic timebomb

Advisers are missing a trick with long-term care insurance, writes Joanna Faith.

clock 21 January 2010 •

Investment

Knowing me, knowing you

Richard Howells, intermediary sales director at Zurich UK Life, explains how to build the adviser/client relationship.

clock 21 January 2010 •

Individual Protection

Zurich launches financial fitness tool for advisers

Zurich is launching a campaign to help advisers perform financial fitness tests on customers.

clock 20 January 2010 • 1 min read

RDR

HDC launches study programme for CII diploma

HDC Training is launching a series of study sessions to help advisers prepare for Chartered Insurance Institute (CII) Diploma exams.

clock 19 January 2010 •

Your profession

Close AM looking to buy 40 IFA books of business

Close Asset Management is looking to acquire the client banks of about 40 IFA businesses over the next few years as part of an ambitious growth strategy.

clock 18 January 2010 •

RDR

Rennison warns IFAs' charging approach 'too simplistic'

Advisers worried about changes to charging are probably taking too simplistic a view of how to earn their money, says consulting expert Roderic Rennison.

clock 18 January 2010 •

Your profession

Sesame to 'invest millions' in 2010 in members' RDR transition

Sesame Bankhall Group says it will "invest millions" in 2010 to support its member firms make the transition to be RDR-compliant by 2012.

clock 14 January 2010 •

Investment

Better Business: Outsourcing investment decisions

In the run-up to RDR implementation, Fraser Donaldson, insight analyst - funds at Defaqto, discusses the options available to firms considering outsourcing the investment function...

clock 14 January 2010 •

Investment

Better Business: Fidelity's Peter Hicks on adviser charging

Any musicians reading this will know how painful tunelessness can be, but also what pleasure can be derived from true harmony...

clock 14 January 2010 •

Individual Protection

Axa's Graham Harvey: When the going gets tough...

Like a great many of us, I've been snowed in and without power - anyone would think I lived out in the wilds but no I am just a few miles from Henley on Thames.

clock 13 January 2010 •
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