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

Pivotal Growth acquires two protection and mortgage brokers

Pivotal Growth acquires two protection and mortgage brokers

Bolt-on acquisitions

Jaskeet Briah
clock 28 August 2025 • 2 min read
Pivotal Growth appoints group CEO

Pivotal Growth appoints group CEO

Mayank Prakash CBE takes the role

Jaskeet Briah
clock 26 August 2025 • 2 min read
Reassured promotes Beth Whelan to chief strategy and data officer

Reassured promotes Beth Whelan to chief strategy and data officer

Formerly data and transformation director

Jaskeet Briah
clock 20 August 2025 • 1 min read