Tag Archives: financial adviser

John Ritchie on Ellipse Auto Enrolement and Workplace Sick Pay – MPAF 38

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Can individual protection providers learn from group protection providers?

Until recently many would have said no. But with individual sales down eyes are turning to innovations in group risk. Particularly digital solutions.

My guest today is Chief Executive of Ellipse, a digital group risk insurer looking to simplify processes to make employer-sponsored schemes more attractive.

Hear John talk about how we must move away from “income protection” to “workplace sick pay”.

Listen to his views on pension auto-enrolment and whether we should be looking to introduce a similar approach for protection.

And can individual protection providers learn anything from group developments?

That’s all right here in episode 38 of the Marketing Protection and Finance Podcast.

John Ritchie on Ellipse Auto Enrolement and Workplace Sick Pay

Who is John Ritchie?

John is CEO of Ellipse, a digital group risk insurer.

He’s worked in the group risk sector for over 20 years primarily as a reinsurer and insurer and now, with Ellipse where he has the chance to run a group risk insurer that makes use of available technology to deliver a high quality service at sustainably competitive pricing.

He thinks that although the Group Sector can be proud of the role it plays in providing life and disability cover to millions of people in the UK, its customers deserve better service and investment in the underlying processes is long overdue.

John’s links:

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No Excuse After FG15/4 – Time to Nail Your Social Media Strategy

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Have compliance concerns stopped you using Social Media?

Back in 2010 the FCA raised concerns about using Facebook and Twitter to promote products. Many interpreted this as a wider concern about using Social Media in general.

The result. Some companies don’t use social media. Others set up such draconian approval processes that they may as well not use social media.

SMCompliance

The FCA’s just published guidance paper, FG15/4:Social media and customer communications: The FCA’s supervisory approach to financial promotions in social media, means there are no excuses now for not developing a social media strategy.

Yes a social media post could be a financial promotion if it plugs the features of a specific product and its performance and needs balance and the usual warnings (quite difficult on channels with character limits). But this was true before the guidance so nothing has changed.

Social media posts could also point to compliant content elsewhere or offer comments on current issues. They are mainly about engagement.

At a high level I’ve always believed the way to stay compliant on social media is to adopt the following approach.

Don’t Push Product – Point to Great Content.

The FCA’s guidance says the same in a well written 20 page PDF with plenty of examples and illustrations.

So that’s it.

If compliance concerns held you back before, it’s now time to look at your social media strategy.

It’s time to ditch the 48 hour SLA’s for Tweet approvals. It’s time to start creating great content and using social media to find potential customers, engage them, and point to your great content.

Now it’s your turn:

What do you think of the FCA’s guidance on social media and customer communications? Please leave a comment.

If you are looking to put together a social media strategy I can help you. Please get in touch.

David Worsfold on Digital Communications and Honing Your Presentation Skills – MPAF34

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Digital technology lets us craft exciting content and communications.

Words, images, audio and video of high quality and low budget undreamed of only a few years ago.

Whilst digital communications can enhance your brand and generate leads you can’t beat a good live presentation for delivering a story or message. But for some people, presenting in front of an audience is among their greatest fears.

My guest today is a journalist who’s embraced digital technology to great effect and who offers training for those afraid of getting up on their feet, and those looking to improve their presentations.

Listen to David’s views on digital communications in the financial services industry.

Listen to his tips and anecdotes on how to hone your presentation skills.

That’s all right here in episode 34 of the Marketing Protection and Finance Podcast.

David Worsfold on Digital Communications and Honing Your Presentation Skills

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Who is David Worsfold?

David Worsfold has over 30 years experience as a journalist, mainly covering the insurance industry, financial services and politics. He has a broad experience of editorial management in large and small publishing companies, launching and re-launching publications, brand development through the launch of conferences, awards and websites and of overseeing production and design services.

He’s been the editor of Post Magazine, Reinsurance and Insurance Age. Three times winner of the Insurance Journalist of the Year Award. Winner of Best General Insurance Journalist at 1999 Financial Services Media Awards and the Lifetime Achievement Award in 2007. Chief Executive’s Award for Outstanding Achievement at the 2007 Incisive Media Awards.

David launched the British Insurance Awards, the Rehabilitation First Awards, the Cover Magazine Protection Awards and established the All Party Parliamentary Group on Insurance & Financial Services.

He has extensive experience of re-aligning content creation and delivery for the modern, multi-platform, mobile world, especially working with publishing teams that need to move from a print-centric environment to the web first world of today. He has an extensive experience of using social media to promote content, products, businesses and organisations including building video and audio content for Incisive Media’s websites.

David’s Contact links:

David’s favourite book:

Big Data: A Revolution That Will Transform How We Live, Work and Think by Viktor Myer-Shonberger and Kenneth Cukier.

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