Adviser Business Support
Within this page you'll be able to access adviser technical materials on key adviser business support subjects.
You can also access the latest edition of Oracle, our technical newsletter, on the right.
To speak to one of our technical experts, click on the link at the bottom of this page.
| Item | Media | Colour |
|---|---|---|
Creating a profitable charging structure
 |
 view(668k) |
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Helping you to prepare for the future
(RDR)
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view (352k) |
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Understanding risks and creating actions (TCF)
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view (686k) |
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Developing a business plan
|
view (400k) |
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Developing a client proposition
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view (889k) |
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Managing a client bank
|
view (826k) |
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Identifying and developing profitable
professional connections
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view (266k) |
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Introduction to effective recruitment
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view (433k) |
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Practice sale or succession
|
view (970k) |
| Item | Media | Colour |
|---|---|---|
Speak to a technical expert
If you have a specific question you need answering, you can speak to one of our technical experts.
Contributors
Paul Harrison, Head of Business Consultancy
Paul Harrison is responsible for heading up and developing Prudential's Business Consultancy team which is part of Prudential's specialist business support proposition to the IFA sector. Paul's career has predominantly been in the Financial Services industry, with a strong background in Sales, People Development & Change Management Consultancy. During the last 15 years Paul has been working directly with distribution owners providing specialist support on all aspects of business development & change management.
Nick Hunt, Markets Development Manager
Nick Hunt is Prudential's Markets Development Manager. He specialises in regulatory and legislative changes affecting the financial services industry. Nick has a post graduate diploma in Marketing and is a Chartered Marketer with the CIM. Nick's career in financial services spans 22 years and he joined Prudential following successful account manager, BDM and sales training roles with Standard Life, Axa and AMP.
Tim Fassam
Tim is Head of Public Affairs for Prudential UK. He moved into financial public affairs, from corporate banking, in 2004. He held a number of roles in the Barclays Public Affairs Team working on UK and EU policy issues. Before joining the Pru in October 2008 he was Senior Public Affairs Manager for financial stability issues - working closely with the Treasury on the 2009 Banking Act. Tim is involved in the UEL Disability Mentoring Scheme and is Chairman of the Management Committee of the Stowe Centre.
