Tag Archives: Sales
Protecting the seller and the customer when finance is the product.
Anyone who has sold financial products in the pension sector prior to 2012 will remember commissions negotiated between salesforces and product providers. Most of these commissions were discretionary. Once a payment had been agreed , it was possible to upgrade … Continue reading
What are Chinese walls made of ?
Darren Jefferson asks just how robust are these Chinese Walls I made a point of counting how many times during a typical week, the term ‘Chinese Walls’ was used by a variety of advisers. I got to eight so … Continue reading
Tideway – we’ll resume this conversation on June 19th!
The original blog published here has been the subject of certain threats by Tideway Investments both to me and to my employers. I have no intention of letting this blog get in the way of my daily work by … Continue reading
We knew we were cheating our clients.
Mark Wood (now of JLT and formerly of the Prudential) is calling on insurers to relax the early exit penalties on pension contracts set up in the “bad old days” when commission was paid in advance for premiums paid … Continue reading
The plan behind Munich Re’s corporate orgy
Gott und Himmell ve vill make their little winkels into frankfurters.
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