Melissa Collett describes her recent experience of an adviser private medical insurance sales process.
Like many other consumers, I purchased a raft of protection insurance when I bought my first property. In those days, life insurance was compulsory, taken out through the lender, and the transaction could not proceed until the underwriting was complete. Later on, protection became a less prominent (and no longer compulsory) feature of the mortgage transaction or was hived off as a separate conversation with a specialist adviser, hand in hand with general estate planning and will writing. ...
Employers are 'in danger of having group risk protection policies that are not legislatively compliant' as the state pension age increases, Group Risk Development (GRiD) has warned.
British Friendly has extended its Mutual Benefits programme to members' wider family via two initiatives.
Capita Life & Pensions has launched a direct-to-customer digital protection system.
Ahead of MiFID II