Best Practice
Best Practice | 6 Sep 16
Why in-specie life bond transfers are too often overlooked
International portfolio bonds and in-specie transfers can be hugely beneficial to those who have worked abroad for multiple companies and have amassed a collection of international shareholdings, says Norrie Little, head of propositions for Hansard International.
Best Practice | 5 Sep 16
Would-be pension savers squeezed by other financial demands
Fewer than a fifth (17%) of UK advisers think that clients who feel squeezed keeping up with bills and repayments would put any extra money towards their pension savings, research from Royal London has found.
Best Practice | 5 Sep 16
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 | 5 Sep 16
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.
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.