New discretionary trust form includes cohabitees
Supporting protection advisers on Consumer Duty requirements
New breakdown of AMI Viewpoint report from a gender lens
75% expect rising interest in private healthcare plans in 2024
Reputation was more important to women
“Protection remains an extremely important area for us as a network”
Proactive approach in identification and support
61% of advisers report having less time to advise clients
Many firms have already made “great progress”