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Actuarial and financial services consulting
INSURANCE CONSULTING PENSIONS CONSULTING COMPLIANCE CONSULTING INTERIM RESOURCING FINANCIAL MODELLING REGULATORY OUTSOURCING ACTUARIAL CALCULATIONS BESPOKE
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  Roger Comber
 
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complianceconsulting@oacplc.com
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Pension Transfers Direct:
"Your turnaround times are excellent. Attention to detail, outstanding. Desire to help, admirable." [See all >>]
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Compliance consulting		  
  OAC Topical Article - Q1/10
The perils of holding a Controlled Function - the FSA's latest moves on governance		  
  OAC Focus - Q4/09
The Actuarial Profession -
Life Convention 2009 Edition
Topics include: Solvency II; Impact of latest regulatory changes on the IFA distribution channel; Future direction of regulation; Risk and capital management; Complaint management; Retail Distribution Review; Technical Actuarial Standard for Modelling; Technical Actuarial Standard for Insurance Business; The way ahead for actuarial contractors.		  
  OAC Focus - Q4/09
AFS Annual Conference and
AGM 2009 Edition		  
  OAC Topical Article - Q2/09
Key Features Documents - Good and poor practices, part 2		  
  OAC Topical Article - Q2/09
FSA bursts the bonus bubble		  
  OAC News Q2/09
Compliance Consulting and Regulatory Outsourcing Edition
(Related page: Pension Switching Advice)		  
  OAC Topical Article - Q1/09
NEDs in the spotlight		  
  OAC Topical Article - Q1/09
Advisers will need deeper pockets		  
  Terms and Conditions of Business  
  Related links  
  Compliance Institute  
  Financial Services Authority  
Relevant accreditations
OAC is an Associate Member of The Investment and Life Assurance Group   OAC is an Associate Member of The Association of Friendly Societies
OAC is an Investor in People
OAC is accredited with the Work Wise UK 'Mark of Excellence'

Promotional material

Writing promotional material is never easy. One has to balance the sales message with important information about the product, what it does and what it does not do. The message needs to be delivered in plain English, and that can be a challenge for complex financial products. One of the best ways to make sure one achieves the right balance is to get an independent view.

OAC Actuaries and Consultants offers an independent audit of your promotional material, either before it hits the market or when it has bedded down.

What is promotional material?

  • Sales leaflets.
  • Printed advertisements.
  • Website content.
  • Online advertisements.
  • Scripts for radio advertisements.
  • TV story board.

What are the main issues to consider?

  • Does the promotion meet the needs of the identified target group of consumers?
  • Is the information appropriate to the information needs of the consumer?
  • Is it clear, fair and not misleading?
  • Are any implied expectations of performance realistic?
  • Is proper weight given to any risks or potential drawbacks?
  • What consumer testing has been carried out, and what do the results show?

Contact us to find out more about how OAC can help.