Insights
Sharp up-tick in ultra-wealthy – study
Researchers note ‘sharp acceleration’ in numbers of multi-millionaires and their net wealth
Top 9 destinations for the cost-conscious UK expat
With the UK cost of living now 103% of average family income, more will consider a life abroad
Best Practice | 18 Jul 18
Are advisers overlooking a huge client pool?
Women are getting wealthier but remain reluctant investors. Shifting the tone of financial conversations with female clients could open up a massive and under-served demographic for advisers.
Best Practice | 12 Jul 18
Customer communication in the 21st century
Today’s investors are a savvy bunch. Long gone are the days of mailing out reams of identical reports and brochures to everyone on your list; 2018 supply chains are complex and require delicate handling, says Mitch Cornelia, director of lead supply solutions at Paragon Customer Communications.
Lock-out risk for UK policyholders of EU life cos post Brexit
Life companies based in the EU counting on the UK dependent territories to help them to continue servicing existing UK policyholders need to think again, warns Acuity Consulting’s Simon Willoughby.