Openwork has made available LifeQuote's outsourced protection case management to its firms.
The service will allow Openwork advisers to pass their post client recommendation administration to LifeQuote to manage to completion. The LifeQuote system integrates with iPipeline's SolutionBuilder platform, Openwork's chosen protection platform. The integration enables advisers to research and quote on chosen protection products, and then they can choose to pass the case over to LifeQuote's dedicated team of case managers based in Chichester. Openwork recently said that 3,500 adviser...
Some 85% of employees are more likely to work for employers offering clearly labelled benefits, research from Canada Life has found.
Wellbeing expert David Price discusses a range of practical ways employers can set about looking after the mental health of their staff during the seasonal period
The Financial Ombudsman Service (FOS) will maintain its current funding model for the next financial year despite recognising it is unsustainable in its current form.
The FCA has confirmed that, while businesses will have to identify certified staff from day one under the Senior Managers & Certification Regime (SM&CR), they will have a year to complete fitness and propriety assessments.