Distribution and intermediary strategy
Strategy, intermediary relationships, team focus and turning opportunities into results.
Services
Independent, specialist consultancy for retirement-income, later-life lending, care-funding and intermediary distribution markets: from strategy and product design to customer journeys and leadership.
Product and proposition development
Building products and services around the customer, from the first idea to launch.
Consumer Duty and vulnerable-customer strategy
Objective, practical input for customer-centred journeys, propositions and communications.
Market and regulatory horizon-scanning
Plain-English analysis of the UK retirement-income market, and what market and regulatory change means for your firm.
Leadership and sales-team development
Developing sales leaders and teams, agreeing who decides what, and keeping a plan moving.
PropTech and open-data advisory
Practical advice on property data and digital property tools, and how they can improve customer journeys.
Training is on its own page: workshops and briefings for intermediaries. See training.
Fees are agreed in a written proposal before work starts.