David Mead Q&A: Why is signposting necessary?

How it is done and why it is so important

Adam Saville
clock • 4 min read

We quiz Future Proof founder and St James Place joint head of protection about signposting best practice and overcoming barriers

Why is protection signposting necessary and where do you see it potentially being most effective? Understandably, advisers want to protect their client relationships. Clients are hard won and easily lost. If protection isn't a subject an adviser feels confident talking about, it is often easier to avoid the subject all together. Signposting could play a vital role in helping to ensure more families get the all important cover that they need in place. One of the biggest challenges that many advisers encounter is keeping their knowledge up to date. Many advisers only occasionally advi...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Reassured launches AI non-disclosure identification tool

Reassured launches AI non-disclosure identification tool

SAINT.AI launch

Cameron Roberts
clock 08 May 2026 • 2 min read
Most homeowners have not reviewed finances this year: LifeSearch

Most homeowners have not reviewed finances this year: LifeSearch

90% have not discussed what happens if they couldn’t work

Cameron Roberts
clock 07 May 2026 • 2 min read
Simplybiz launches academy for advice firms

Simplybiz launches academy for advice firms

Supporting initial recruitment to ongoing development

Jaskeet Briah
clock 07 May 2026 • 1 min read