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FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

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Survey

Client Acquisition

Wide of the mark

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

clock 01 December 2007 •

International

The world is getting smaller...

Growing global mobility and legislative changes in destination countries popular with emigrating Brits mean there has never been a better time to be selling international PMI. Peter Carvill investigates. Click here to download pdf

clock 01 November 2007 •

Your profession

AIFA launches country-wide RDR survey for IFAs

The Association of IFAs (AIFA) is offering every adviser the chance to have their say on the proposals in the Retail Distribution Review (RDR) via an online survey.

clock 12 October 2007 •

MPPI

Inextricably linked

Forever tarred with the same brush as its cousin payment protection insurance, MPPI has still not been given the opportunity to flourish. Barbara Cockburn insists that the time is now. Click here to download pdf

clock 01 October 2007 •

uncategorised

A new dawn

While Swiss Re's latest figures for individual critical illness appear gloomy, some analysts are expecting brighter days ahead. Lucy Quinton investigates Click here to download pdf

clock 01 September 2007 •

Individual

Leading the herd

As the NHS still plays media punchbag, steadily losing public confidence, PMI must pick up the resulting slack and take the lead in quality healthcare, writes Sam Barrett Click here to download pdf

clock 01 August 2007 •

Group

Tepid waters

While industry experts are far from overjoyed about the performance of the group PMI market, it is still significantly less stagnant than the individual sector, writes Lucy Quinton Click here to download pdf

clock 01 July 2007 •

Critical Illness

Bearing fruit

While the individual sector has filled column inches recently for not selling as well as expected, the group critical illness market has shown signs of growth. Lucy Quinton reports Click here to download pdf

clock 01 May 2007 •

Technology

PFS analyses adviser use of wraps

The Personal Finance Society has launched a survey into the use of wraps in the retail investment market to aid its ongoing discussions with the Financial Services Authority on wrap platforms.

clock 11 April 2007 •

Term Assurance

Enter the arena

In a seemingly indifferent group life market, with insurers failing to live up to expectations, will this sector ever succeed to impress? Lucy Quinton reports Click here to download pdf

clock 01 April 2007 •
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