Master Trusts -Diluting your brand
The Pensions Authority are currently overseeing the reduction in DC pension scheme numbers from somewhere in the region of 60,000 DC...
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Karl O Meara
- Aug 2
- 3 min
Adding real value in group pensions
Not everything that glitters is gold and for the smaller adviser this phrase often rings true when it comes to their book of group...
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Karl O Meara
- Jun 28
- 2 min
Group pensions -Could communications be better?
As any marketing book will tell us, the value proposition is the promise we make to a potential customer of value to be delivered,...
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Karl O Meara
- Jun 14
- 2 min
Auto enrolment - New engagement challenges
The challenges the UK experienced with auto enrolment, By Martin Palmer, Friends Life Auto-enrolment is still a hot topic in the...
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Karl O Meara
- Nov 1, 2021
- 3 min
Beyond the "Pensions Man"
The company pension scheme is one of the most valuable yet under-appreciated of all employee benefits and there is lots that advisers can...
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Karl O Meara
- Oct 26, 2021
- 3 min
Engage App; Where client engagement meets rocket fuel
Advisers today make a significant monthly investment into all sorts of technology to enhance their business, from cash-flow planning,...
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Karl O Meara
- Sep 13, 2021
- 3 min
Amplify your client engagement
Advisers throughout the country tell us that the majority of pension scheme members are either unengaged with their employer’s pension or...
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Karl O Meara
- Aug 24, 2021
- 3 min
New ways to reach pension scheme members
Not everything that glitters is gold and for the smaller adviser this phrase often rings true when it comes to their book of group...
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Karl O Meara
- May 27, 2021
- 3 min
Clients have digital expectations
When I think back almost 30 years to my admin days in Irish Life, processing DC renewals and preparing the Benefit Statements for the...
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Karl O Meara
- Apr 13, 2021
- 3 min
Group pensions; Beyond the AVC conversation
Financial worries of employees are now cited as the biggest contributor to personal stress, over any other. The 2019 PWC Report on...
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Karl O Meara
- Dec 30, 2020
- 3 min
New Year Resolutions for Advisers
The period between Christmas and the New Year is a great time of reflection for business owners. When the relatives have finally left,...
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Karl O Meara
- Sep 9, 2020
- 2 min
Segmenting the adviser client base
We all know the theory of segmented marketing; tailoring communications to specific client groups to provide for a more personalized...
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