Adviser / Broking

Fintel-backed CRM specialist Plannr debuts to intermediary market

Technology

Fintel-backed CRM specialist Plannr debuts to intermediary market

Built and developed with pilot of 70 advisers

clock 04 March 2024 • 2 min read
Defaqto expands Engage to include all tech required for advice

Individual Protection

Defaqto expands Engage to include all tech required for advice

Now includes protection research

clock 29 February 2024 • 1 min read
What innovations will drive protection value in 2024

Technology

What innovations will drive protection value in 2024

"Right customer, right journey"

clock 29 February 2024 • 3 min read
COVER Women in Protection and Health 2024 finalists announced

Group Protection

COVER Women in Protection and Health 2024 finalists announced

Recognising female excellence

clock 27 February 2024 • 6 min read
Vulnerable client processes: What the FCA wants from advisers

Regulation

Vulnerable client processes: What the FCA wants from advisers

Proactive approach in identification and support

clock 26 February 2024 • 4 min read
SJP co-founder Jacob Rothschild dies aged 87

Adviser / Broking

SJP co-founder Jacob Rothschild dies aged 87

Memorial at a later date

clock 26 February 2024 • 1 min read
One third of consumers say advice is less clear since Consumer Duty

Individual Protection

One third of consumers say advice is less clear since Consumer Duty

61% of advisers report having less time to advise clients

clock 22 February 2024 • 1 min read
SimplyBiz launches online adviser academy for members

Adviser / Broking

SimplyBiz launches online adviser academy for members

Partnership with Competent Adviser

clock 21 February 2024 • 1 min read
BIBA releases ESG policy

Adviser / Broking

BIBA releases ESG policy

Focus on transparency and accountability

clock 19 February 2024 • 2 min read
Rebroking protection under Consumer Duty

Adviser / Broking

Rebroking protection under Consumer Duty

An extension of the advice process

clock 19 February 2024 • 3 min read