Nick Poyntz-Wright and Andy Davies demonstrate why the financial adviser channel is positioned to ensure the best possible consumer outcomes and assess what regulatory and client needs are driving cha...read more
The Skandia With-Profits Analyser is designed to help financial advisers see through the opaque nature of with-profits bonds and reveal how suitable they are for your clients.
Compliantly reviewing with-profits funds – is it rocket science? With the right support there are many opportunities for quality advice to help clients find a successful outcome.
Highly efficient platform technology that complements the advice and service proposition will be key to thriving in the approaching regulatory environment. Peter Jordan gives details.
As founder of the Institute of Customer Service, John Tomlins, Skandia’s Chief Operating Officer, is committed to delivering – and promoting – world-class standards.
Graham Bentley looks at how economic factors affect portfolio building and how creating robust, auditable and client-focused processes can ensure the best possible outcomes for clients. ...read more
J.P. Morgan reveal the factors that underlie success in a financial adviser's business and offer practical steps towards building a solid and well-valued business post-2012. ...read more