Management

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High-net worth in financial services

July, 2011

This fact-file explores the financial services sector for High-Net Worth Individuals (HNWIs) in the UK. HNWIs are defined as individuals owning a large pool of liquid financial assets - the 'qualifying' amount of those assets varies globally and also by provider. Long-term the trend is for ever increasing numbers of HNWIs.

Report: Coaching is a Key Skill for Managers

January, 2011

Author and coach Matt Somers is committed to helping managers develop their coaching skills.

Attached files: 2008 coaching is a key skill for managers.pdf

Report: Have you got what it takes to be a Coach?

January, 2011

Thousands of people are considering coaching as a career option...

Attached files: 2005 have you got what it takes to be a coach.pdf

Report: Getting a Life Coach

January, 2011

You may have it in you to be a really big success but do you need a personal coach to bring it out?

Attached files: 2003 getting a life coach.pdf

Market Segmentation

November, 2010

Market segmentation is the process of dividing or categorisingdifferent groups of consumers (known as segments) according to similarities, common characteristics, consumption buying behaviours or the common needs and desires of the various subgroups within the market. Choosing the right target market to sell an organisation’s goods and services is possibly the most important decision facing marketers.

Attached files: market_segmentation.pdf

A useful guide to managing people

August, 2009

Managing people well is not easy. The objective of this Useful Guide is to make your life at work easier and more productive...

New joiner: learning the ropes

October, 2008

When you join an organisation or move to another role within it you need to learn about specific aspects of the organisation, the work role, the group processes, the day-to-day handling of tasks. To cope with this learning curve you need a range of learning methods and be conscious of what you are learning and why you need to learn ...

Attached files: CHK-204.pdf

Professional Pointers 21 Jan 2008

January, 2008

FSA finalises rule changes for insurance sales and administration The Financial Services Authority (FSA) has published its new insurance conduct of business sourcebook (now abbreviated to ICOBS) setting out the standards and requirements for general insurance firms on how they deal with their customers.

Attached files: insurancebroking_profpointers_21_jan08.mht

Professional Pointers 7 Dec 2006

December, 2006

HMT - launches consultation on transfers of insurance business The Economic Secretary to the Treasury, Ed Balls MP, last week proposed amendments to the Financial Services and Markets Act 2000 to provide greater certainty to aspects of the transfers of insurance and banking business.

Attached files: underwriting_profpointers_7_dec06.mht

Does good management need risk management?

October, 2004

Does good management need risk management? Lecture delivered by Stephen Manning (Head of Risk Management, Lloyd's) on 27 October 2004.