Research Project - Major Foreign IFA Consolidation Business

Garry's company Life Change Ltd is busy researching the opportunity that might be created by a major IFA consolidation business entering the UK. There is little doubt that the UK IFA market needs a new well funded consolidator. Discussions are taking place to bring this to the UK IFA market in 2008. Garry's previous experience in the creation of IFA Portfolio and Portfolio Members Services will be invaluable as this project develops.

Research Project - Sourcing new US Settlement Policies 

Life Change has been approached by a US distributor to find a more dependable way of selling their Life Settlement policies. The current US settlement market is very disjointed and requires a more rationalization. For sellers of Life Settlement policies there is also a need for a more tax efficient route.