Tips on how to engage with clients
In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.
Best Practice
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Prudential launches online TV channel to support advisers
Prudential is expanding its support for advisers with the launch of Knowledge TV, offering continuing professional development (CPD) certified ‘box sets’, technical insights, and online demonstrations.
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Major Sth African insurer targets international life markets
Provisca, the international distribution business launched in August by Nigel Watson and Bryan Low, has signed its first partnership agreement, opening up the products of South Africa’s third largest listed insurer to international markets.
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Easier for UK advice firms to get corporate chartered status
UK financial advice firms applying for corporate chartered financial planner status from the Chartered Insurance Institute (CII) can face an easier time than their overseas counterparts.
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FCA bans and fines adviser who lied about her qualifications
The Financial Conduct Authority (FCA) has banned Elizabeth Anne Parry from performing any function in relation to any regulated financial activity and fined her £109,400 ($143,419, €128,657) for repeatedly lying about her qualification status.
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EU eyes Solvency II cut that would push up life insurance costs
European Union policymakers are considering whether to slash the benchmark used by insurers to calculate the value of billions of euros of liabilities – a move that would push up the cost of life insurance.
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South Africa to roll out delayed RDR by January, confirms FSB
South African regulator, the Financial Services Board (FSB), has confirmed that the first phase of the upcoming Retail Distribution Review (RDR) will be introduced on 1 January 2017 – six months after the original deadline.
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UK pushes ahead with £500 tax free pension advice allowance
The UK Treasury has set out plans to allow savers to take out £500 ($654, €586) from their retirement pots tax free to help pay for financial advice in a bid to plug the ‘advice gap’ following the pension freedoms.
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Can expats believe in chartered financial planning firms?
We all know that people matter when it comes to business success, says James Pearcy-Caldwell, co-founder of financial planning firm Aisa.
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Australian regulator publishes digital advice guide
The Australian corporate regulator has released formal guidance on providing robo-advice or other forms of digital advice to retail clients in order to help the growing band of start-ups and fintech companies entering the field.
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Greater disclosure requirements for US investment advisers
Investment advisers in the US will need to provide more information to the Securities and Exchange Commission (SEC) as the regulator steps up its monitoring of the asset management industry.
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Hansard International launches flexible commission bond
Hansard International has launched a bond offering a zero commission option for financial advisers recommending single premium products to clients.