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Opinion

Technology

Wrap accounts and the technology conundrum

Being part of a large software organisation, it is interesting to see how the emerging technology propositions for wrap accounts differ quite radically in their approach. Several are putting forward a one-stop shop where all clients are captured onto...

clock 19 January 2007 •

Offshore Investment

Avoiding tax needn't be dodgy

Research conducted by an international life company recently revealed some fascinating and surprising insights into the views of the UK public towards offshore investment.

clock 18 January 2007 •

Technology

Setting up a social network

When I ask IFAs about their internet strategy, quite often arms start to cross. Some figures suggest that half of all IFAs do not have a website. Of those that do, most are online replicas of their paper brochure.

clock 18 January 2007 •

Protection

Underwriting Utopia?

Living in a 24/7 society means most of us have high expectations that when we want something, from the latest blockbuster on DVD to life insurance, we can get it quickly and with the minimum of fuss. This has been a factor contributing to the rapid growth...

clock 17 January 2007 •

Your profession

IFA business reconstruction from an Australian vantage point

The fundamental rule of commercial life is that life companies are the natural long term owners of distribution and financial planning businesses.

clock 17 January 2007 •

Mortgages

Humming in harmony

So, here we are in 2007. My first question is why have no songwriters written a song about this year? I remember the days of ‘Ninety-naughty three…yeah you know me'; ‘Tonight we're gonna party like it's 1999'; and ‘Let's all meet up in the year 2000'....

clock 16 January 2007 •

Technology

IT's a great game

I find the Christmas and New Year period is a great time to unwind and spend time with family and friends away from the usual rigours and stresses of a busy working schedule.

clock 16 January 2007 •

Protection

The eight steps to (protection) marketing heaven

Lots of people have asked me over the last twelve months how they can boost the profile of their organisation and get more coverage in the press (you'd think they'd ask an expert!). Things get interesting when you reply by asking them what their marketing...

clock 15 January 2007 •

Investment

Looking for a level playing field

It is likely that the 2012 London Olympics will be heavily subsidised with taxpayers' money. I don't have any complaints with that. After all, this is a once in a generation opportunity for the UK to host what is probably the greatest show on earth.

clock 12 January 2007 •

Mortgages

Shifting the business goal posts

January is always a good time for planning and goal setting both on a business and personal level. On the latter, I feel I need to make a couple of key changes during 2007, mainly to focus on one thing at a time and see it through to a successful conclusion....

clock 11 January 2007 •
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