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Feature

RDR

Getting value for money on technology

Paul Pettitt, managing director of Origo, says investing in technology is critical to survival in the market.

clock 09 December 2010 •

RDR

Yellowtail's Dennis Hall: How I prepared for RDR

Dennis Hall, managing director of Yellowtail Financial Planning, reveals how putting RDR preparation top of his agenda when he first launched his business has stood him in good stead.

clock 09 December 2010 •

Your profession

Help your clients avoid the child benefit trap

Mark Peters, retail pensions and investment proposition director at Zurich UK Life, outlines how advisers can help clients prepare for changes to child benefits.

clock 09 December 2010 •

RDR

Can the fight be won for RDR changes?

Joe Egerton, director of lobby group Justice in Financial Services, asks whether IFAs can still derail the RDR after the recent parliamentary debate.

clock 09 December 2010 •

Mortgages

Where now for BDMs?

The role of a BDM has significantly evolved in the mortgage industry since the onset of the financial crisis.

clock 07 December 2010 •

Regulation

Son of ICOB: Has ICOBS delivered?

ICOBS is son of ICOB, but has it lived up to its expectations? Julie Pardy investigates

clock 07 December 2010 •

Protection

Are we sleepwalking through an important issue?

Lack of sleep is a genuine problem for many and fast being recognised as having knock on effects impacting on employee benefits. Peter Mills explains

clock 07 December 2010 •

Protection

Products to the people!

If there is a lesson to be learnt from the South African Zimele standard, it is to have product standards not standard products. Greg Becker explains

clock 07 December 2010 •

PMI

What lies beneath?

The reorganising of the NHS will open opportunities for private health provision. Richard Walsh highlights likely scenarios

clock 07 December 2010 •

Protection

A stab in the back: Slow claims

All companies look to assess life claims promptly and efficiently, yet delays do occur, mainly due to probate. Alex Isted looks at an initiative to solve this problem

clock 07 December 2010 •
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