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Kevin Carr, chief executive of Protection Review and managing director of Carr Consulting and Communications, offers his guide to the world of protection, with a particular emphasis on how advisers can help their clients to obtain the most appropriate help from the sector:
The power of nudging
"‘Nudging’ is not elbowing someone in the ribs, as it turns out, but ‘non-forced compliance to influence motives’. It is becoming increasingly important in encouraging people to manage their finances, because most people still don’t like doing so."
In the latest Simply better biz column, Update on Equity Release qualification and permission, Mark Greenwood, Group Regulatory Policy Manager at The SimplyBiz Group, discusses the FCA’s decision not to change the rules around equity release advice.
Goldman Sachs' Brendan McCurdy argues that in turbulent times, communication is key and highlights four key elements of an effective outreach plan.
Read more here
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