Marketing and Finance (MAF) Podcast

MPAF45 – Paul Avis on How to Grow Group Life with the Auto Enrolment Land Grab

Why does Group Protection receive so little attention?

Whilst Individual Protection struggles to achieve growth, and seems locked into a pointless price war and complexity race, Group Protection looks to be gathering momentum. Simpler products and processes show group providers are listening to customer feedback and embracing digital technology. But the spotlight still shines on Individual Protection.

My guest today is keen to change that. He’s already appeared on the MPAF Podcast talking about Auto Enrolment for Group Income Protection. Today he tells us about the opportunities in Group Life Cover.

Hear Paul talk about the his determination to grow group protection, the research he’s carried out and the simplicity he has championed for Canada Life’s product development.

Listen to his ideas on how to grow Group Life sales and take advantage of the Auto Enrolment “land grab”.

That’s all right here in episode 45 of the Marketing Protection and Finance Podcast.

Who is Paul Avis?

Paul is Marketing Director at Canada Life Group Insurance, and before that has had marketing roles at Legal and General, Unum and Aviva.

A keen sportsman, Paul notes his interests as Bath Rugby, Somerset Cricket, Swindon Town Football, Diving, and Skiing.

He also says he loves the Caribbean Island of St. Lucia and is about to obtain dual citizenship of the Caribbean by marriage.

For links to the books and apps mentioned by Paul please visit http://rogeredwards.co.uk/MPAF for the show notes.

Links and Show Notes.

For links to the books and apps mentioned by Paul, please visit http://rogeredwards.co.uk/MPAF for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


MPAF44 – Peter Le Beau, Bridget Greenwood and Steve Casey Live Update on Seven Families Initiative

On this special episode of the Marketing Protection and Finance Podcast, I’m reporting from a recent meeting of The Net Work. It’s a group of like-minded financial services professionals who come together quarterly to discuss industry trends, products and innovations. Although quite rightly conducted under Chatham House rules, the organisers kindly allowed me to interview some of the speakers to give you an overall update on the Seven Families Initiative.

Peter Le Beau, Bridget Greenwood and Steve Casey give their views on how the campaign’s gone so far, the response, and what the industry has learned from this multi-company project.

That’s all right here in episode 44 of the Marketing Protection and Finance Podcast.

Links and Show Notes.

For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MPAF for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


MPAF43 – Critical Illness Marathons Claims Stats and Platinum Plating Bureaucracy

Has the critical “illness race” become a marathon?

What use are great claims statistics if no one knows about them?

Why do we platinum plate compliance and other bureaucracies to the extent it strangles growth?

Having been asked to schedule some recent interviews into specific times I find myself without one to publish this week. So it’s just me and the mic where I get these subjects off my chest and invite your comments and thoughts.

That’s all right here in episode 43 of the Marketing Protection and Finance Podcast.

Links and Show Notes.

For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MPAF for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


MPAF42 – Annabel Brodie-Smith on Investment Company Opportunities Post RDR

Financial Advisers often regard closed-ended Investment Companies as a riskier investment choice.

Some confine their recommendations to more traditional open-ended Investment Funds.

My guest today is keen to promote the opportunities offered by Investment Companies and to overcome some of the perceptions people have about them.

Listen to Annabel talk about the differences between these investment vehicles and how they can form part of a well-rounded portfolio.

Hear about the work the Association of Investment Companies is carrying out in response to RDR, the training they are taking on the road and the initial success they've had integrating social media into their communications.

That's all right here in episode 42 of the Marketing Protection and Finance Podcast.

Who is Annabel Brodie-Smith?

Annabel is Communications Director at the Association of Investment Companies.

She focusses on communicating the uses, features and benefits of Investment Companies to the media, opinion formers, financial advisers, wealth managers and private investors.

She leads the AIC's public relations and her challenges have included transforming the profile of the AIC, its advertising campaigns, and the splits crisis.

Annabel is also leading the AIC's response to RDR and has implemented a training and information programme for advisers including training seminars, online training, a dedicated section of the website and an online newsletter.

Links and Show Notes.

For links to the books and apps mentioned by Annabel, please visit http://rogeredwards.co.uk/MPAF for the show notes.

What is the Marketing Finance and Protection (MPAF) Podcast?

This is the Podcast for providers and advisers looking to share business ideas and inspiration in the world of protection and finance.

The MPAF Podcast is a 30 minute audio show you download from http://rogeredwards.co.uk/MPAF, iTunes or Stitcher Radio. Each week I’ll be interviewing financial services providers, advisers, experts and journalists.

Interviews to listen to in the car, on the train or on the treadmill.

I’ll be asking what we can do to make protection and finance more accessible to the consumer. We’ll talk about:

             Marketing, communications and propositions.

             Financial and protection products

             Interesting business models and campaigns

as well discussing how advisers can promote their own businesses using modern content and social media methods.

My aim is to make sure that you will get one or two big business ideas that you can apply to your own business.  Whether it is a sales idea, advice idea, product tweak or simply an app that is worth looking at.

I’m your host, Roger Edwards. A Marketer for 25 years, ex-MD of Bright Grey and Scottish Provident, content and social media champion, I’m now in business to help your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes

Fancy Appearing on the Show?

Would you be interested in appearing on the MPAF Podcast? Are you working on a new proposition, campaign or a business model you want to talk about? Do you fancy drawing out some inspirational business and marketing ideas that MPAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk


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