|
|
A full archive of event resources, argent articles, white papers and reports from The Financial Services Forum.
If you can't find what you are looking for, please contact Richard on 0207 449 9010.
31 Jan 2012
Author(s): Alan Thompson, Haystack Group & Peter Mayer, Pelicam
Type: Event resources
The authors highlight the 9 main factors that could compromise the success of digital projects. They are based on research of 50 project intelligent reviews completed by Pelicam.
31 Jan 2012
Author(s): Richard Evans, Compliance & Legal Services Manager, DMA & Fedelma Good, Head of Marketing Privacy & Information Management, Barclays
Type: Event resources
Richard & Fedelma attempt to provide answers to the following questions related to the EU Cookie Directive that comes into force on 26th May 2012:
What does the law require? What's the ICO saying? What steps should your organisations be taking? What steps have some already taken? What impact are these changes likely to have? (i.e. will the rules of engagement change?)
26 Jan 2012
Author(s): Dianomi Ltd
Type: White papers & reports
H1 2012 - Euro crisis and recession ahead? Dianomi goes direct to the customer to find out what they most
desire in terms of investment themes, assets, sectors and services.
26 Jan 2012
Author(s): Anthony Payne MCIPR, Partner & CEO, Peregrine Communications Limited
Type: White papers & reports
The end goal is for a client company to be among the top five names in a particular strategy – so that when investors think of that space, the client’s name comes up automatically.
25 Jan 2012
Author(s): Robin Hames, Head of Technical, Marketing and Research, Bluefin
Type: Event resources
The new ‘Employer Duties’ have profound implications for workplace engagement and financial literacy. Auto-enrolment is a massive marketing and communications challenge in itself, but also a fundamental game-changer for the long-term savings industry.Robin Hames discusses the changes and shows how the communication game is on the move.
25 Jan 2012
Author(s): Graham Davey, Intermediary Account Manager, NEST
Type: Event resources
Starting in October 2012, new regulations will require every employer, regardless of size, not only to enrol the vast majority of their workforce into pension schemes, but also to make contributions on their behalf. Graham Davey explains NEST's journey and how the new trust-based pension scheme works for employers and employees.
23 Jan 2012
Author(s): Paul Thilo, UK General Manager, AEGON Direct Marketing Services
Type: Event resources
With up to 20 million customers currently invested in 'closed book' products, what opportunities exist to re-activate these people and earn their permission to cross-sell and up-sell new products?
23 Jan 2012
Author(s): Graeme McKenzie, Managing Director, redtag communications
Type: Event resources
With up to 20 million customers currently invested in 'closed book' products, what opportunities exist to re-activate these people and earn their permission to cross-sell and up-sell new products?
20 Jan 2012
Author(s): Redtag & Grant Thornton
Type: White papers & reports
To date there has been little coverage of the impact of the Retail Distribution Review (RDR) upon Product Provider organisations. Yet, the issues they face are many and varied and have implications for most of the disciplines within the organisation. From strategy through to pricing and products, marketing communications, administration and systems it may run through to reporting requirements and may of course cause financial concerns.
This research survey was undertaken to achieve an understanding of the current position and views of Product Providers.
16 Jan 2012
Author(s): Jogn Gulbert, JGFR
Type: White papers & reports
UK consumers are dis-engaging from financial services products. This is the message from the New Year UK Financial Activity Barometer carried out for financial research consultancy JGFR by GfK NOP*
|
|
|
|
|