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. ...
Retains platform and financial advice business
Bedford-based mutual society chooses Disability Rights UK as its charity partner for 2018
Insurers should leave funeral planning to the experts, says Avalon CEO Paul Wilson
Financial wellbeing firm Neyber suggests better use of employee assistance programmes (EAPs) would benefit both workers and companies