45 Years in Financial Services Marketing: A Journey of Fearless Change and Innovative Thinking
The Genesis of a Career: Every remarkable journey begins with a single step, and for me it was joining the Unit Linked subsidiary of Manulife straight from A levels. Unit linking was the big thing and the business grew and grew until it dwarfed the traditional business. My role changed with it from administrator to […]
Estate Planning comes of age
I was talking to some mortgage advisers recently and found myself enlightening them on the New Consumer Duty rules, so this prompted me to share this article.
Consumer duty means business
I was talking to some mortgage advisers recently and found myself enlightening them on the New Consumer Duty rules, so this prompted me to share this article.
Making literature digital
I was talking to some mortgage advisers recently and found myself enlightening them on the New Consumer Duty rules, so this prompted me to share this article.
Latest UI/UX thinking
I was talking to some mortgage advisers recently and found myself enlightening them on the New Consumer Duty rules, so this prompted me to share this article.
What do consumers know about money?
In 2015 and 2016 we ran some research with insight specialists, Opinium, to explore these key questions: Wind forward 7 years from the last study, and in the context of The Consumer Duty (phase 1) which is right upon us, we decided to re-run the study with Opinium in April 2023. The Consumer Duty angle […]
