Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations – MPAF77

Seen as the best way to overcome “savings inertia”, Auto Enrolment is the biggest shake up of pensions in a generation.

It’s a huge opportunity for financial planners but also represents adminstration challenges.

In this episode I talk to Roy Mcloughlin about maximising the opportunities, over coming the challenges and looking for ways to collaborate with other financial services professionals.

That’s all right here in Episode 77 of the Marketing Protection and Finance Podcast.

Roy McLoughlin on Pensions Auto Enrolment Challenges, Opportunities and Collaborations

Who is Roy McLoughlin?

Roy is an experienced financial planner. He works at Master Adviser and has a wealth of knowledge from advising a broad portfolio of private and corporate clients within the PR, advertising, media and entertainment sectors.

He’s a well known media commentator, a founder and executive member of the Income Protection Taskforce and a Non Executive Director of insurer British Friendly.

Links:

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Chris Daems on How to Write Blogs and Articles that bring in Clients – MPAF64

In this episode I talk to one of the most prolific bloggers and article writers in UK financial services.

Chris Daems, widely known for his Auto Enrolment software, AE in a Box, puts out three or more pieces a week.

Consistency combined with engaging subjects means his writing generates a significant percentage of his business.

Full of great tips this interview is a must for anyone who already writes, or wants to take up writing for their business.

That’s all right here in Episode 64 of the Marketing Protection and Finance Podcast.

Chris Daems on How to Write Blogs and Articles that bring in Clients

Who is Chris Daems?

Chris is well known for his Auto Enrolment software, AE in a Box, and works for Cervello Financial Planning.

A prolific blogger and writer of press articles, Chris is about to publish his book on Auto Enrolment, The Three Circles.

Chris’s links:

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Chris Daems on AE in a Box and The Power of Three – MPAF29

Spotting the needs of niche customers and developing a specific product makes good business sense.

My guest today realised that his consultancy business model wasn’t suited to smaller companies looking to comply with Auto Enrolment.

So he built his own online solution for that niche called “AE in a Box”.

This is the inspiring story of how Chris used digital technology to simplify a complex process.

Hear how Chris built “AE in a Box” and the challenges he faced on the way. Listen to how he took the concept to market and the lessons he learned. Chris’s experience proves that anyone can develop their own products thanks to tools available online.

Don’t miss this fascinating story from a real expert on Auto Enrolment.

A slightly longer than usual episode with some useful tangents about new Social Media PlatformNatter, and internet design wholesaler, Fiverr.com

Chris Daems on AE in a Box and The Power of Three

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Who is Chris Daems?

Chris is the director of both Principal Financial Solutions and The Auto Enrolment Advisory Group as well as being an experienced financial planner.

The majority of his clients are directors of owner managed businesses and Chris considers this to be his particular area of expertise.

However, more recently Chris has specialised in helping firms of all sizes (ranging from 1500 through to 30 employees) with the challenges they face whilst meeting the employer duties relating to automatic enrolment regulation.

Chris won “Bluebook Newcomer” and “Pensions Adviser of the year award” at the Unbiased adviser awards 2014 and was runner-up (for most innovative business) and finalist (for ‘Real Life Entrepreneur’) in last years London FSB Awards and won “Group Pension Adviser of the Year” and was commended for “SIPP Adviser of the Year” at the 2014 FT Adviser Life and Pension Awards.

Over the past few months Chris has been instrumental in launching AE in a Box – a software tool designed to empower small employers comply with Auto Enrolment regulation in the most straightforward way possible.

Chris is married to Cassie and has two daughters, Charlotte and Sophie.

One thing you might not know about Chris is his cousin was the first “Ronseal Man” and the first person to use the phrase ‘it does exactly what it says on the tin’ on primetime TV.

AE in a Box information:

Things Chris and I discussed:

Chris’s favourite Apps:

Chris’s Contact links:

Chris’s favourite books:

Influence – The Psychology of Persuasion by Robert B Cialdini.

Thinking Fast and Slow – by Daniel Kahneman.

Getting Things Done – by David Allen.

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Now it’s your turn:

If you enjoyed this episode – Chris Daems on AE in a Box and The Power of Three – please leave a comment or a review on iTunes. And if you know anyone who would enjoy the show – please share it with them. You can use the buttons below to share on social media.

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