CWC Research provides research, as well as product and distribution consultancy to providers, re-insurers and consulting actuaries.
The core of our business is in-depth research of the IFA market.
We have three objectives:
Many years of experience in this arena means we have broad access to senior IFA personnel who dictate strategy, consultants who deal at the sharp end with providers and customers and administrators who understand the strengths and failings of provider and third party systems and processes.
We differentiate ourselves by exploring responses in depth to get at real behaviours rather than record knee jerk answers. In our research, we adopt a drill down methodology, borrowed from the recruitment and selection industry that tests responses by seeking actual examples of experiences.
Our lead product is a detailed annual survey of the IFA market, focusing on selection criteria, IT, sales and service issues as well as topical subjects in the current year.
Other Recent Projects
Will IFAs and their clients pay for specialist products or will they use “free” platforms linked to providers? What are the key features? Will HR people be advocates or opposition? What opportunities exist for associated sales?
To what extent is the market commoditised? What is the impact of product features over rates? What impact does service and sales intervention have on market share?
Pension Fund Withdrawal
Reform of Polarisation
There will be a follow up study this year following the publication of CP 166.
Pension Fund Selection
Previous Career History
Between 1979 and 1999, I was employed in sales management positions with Scottish Amicable, Zurich Life and ZIFA.
After various roles in branches, I was appointed Investment Sales Manager with Zurich Life in 1988. From 1993 – 1998 I was Sales Director of Zurich Life.
In this role I was responsible for attainment of corporate sales targets. I was also a member of the product design team that specified products for the product development team.
Following the merger of Zurich and British American Financial Services, I was Group Director of ZIFA, 1998 – 1999. Responsibilities included leading strategic projects:
I was a member of ZIFA Executive and Management Board
Masters Degree in Business Administration
designed and hosted by EQ Creative