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So far mark has created 20 blog entries.

Mark Knight discusses old style Serps with Aegon Scot eq Aviva NU

  Transcript from video I have combined the likes of Aviva and Aegon on this video because of the similarities we have found.  As you may know, Scottish Equitable became Aegon and Norwich Union became Aviva.  They are both considered giants in the UK financial sector.   With these 2 firms, we [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with Royal London, Cis, Royal Liver, Refuge, Coop, United friendly

  Transcript from video   These firms have some good plans and some not so good.  If you have one of these plans, then it definitely needs looking into and possibly some attention.   The term zombie funds can be seen to be used with some of these providers.  If you haven’t [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with Prudential

  Transcript from video   Our main concern here is that Prudential had a huge sales force, they went out signed up a huge amount of clients, then dropped their salesforce and in doing so the level of service they were providing.   My parents had plans with them and it was [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with Phoenix, Pearl, NPI, Britannia, Britannic, Abbey life, Reassure, Windsor

  Transcript from video There are a few companies out there who siphon up other firms.   Phoenix and Reassure are pretty much taking over the world, well not quite, but it sometimes feels like that.  We have found that as each year goes by, the level of service we receive is [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses Performance

  Transcript from video I called this video, performance video but it should have been lack of performance.   There is a saying that after 10,000 hours of deliberate practice, you can consider yourself world class.  Since 2005 we have studied and reviewed over 10,000 clients.  Each one would have taken more [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps

  Transcript from video So, you have a pension not listed here.  This usually means it is not one of the popular providers.   When you speak to us please let us know which provider it is and we will take it from there. Generally speaking, there are some very old style [...]

By |January 17th, 2018|Uncategorized|2 Comments

Mark Knight discusses old style Serps – Not knowing is the BIGGEST issue!

  Transcript from video So, you clicked the button to say you are unsure who your pension is with.  This means you have the biggest problem because if you have a pension and don’t know where it is, it could be that over time you just forget it and simply end up [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with Liverpool Victoria, Reliance Mutual, Sun alliance, Sun life, Wesleyan

Transcript from video   These firms tend to be steady firm.   Like most firms I am aware of, when they introduce new and improved plans, they don’t offer them instantly to older clients.  So, the new plans of today, tend to be better than the old plans of the 80’s and [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with Legal and General, Zurich and Friends Life

Transcript from video I have grouped together Legal and General, Zurich and Friends Life because in the last 12 years we have seen guarantees, low charges and better older plans than most other firms we have dealt with.   Having said that, I reviewed one of these plans recently and it was so [...]

By |January 17th, 2018|Uncategorized|0 Comments

Mark Knight discusses old style Serps with various banks.

  Transcript from video I have combined some of the banking world plans together.  Even though they may have changed their names or providers, I still feel their underlying “style” is present and you need to be aware of it.   Having worked in the banking world for many years, I became aware [...]

By |January 17th, 2018|Uncategorized|0 Comments
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