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...
Data for more than 6,000 employees
Another ‘key’ hire
‘Likely to appeal to clients with pre-existing conditions’
‘It would feel wrong to not be there when a customer needs help’
For smaller and medium firms