How video call financial advice is improving female financial literacy

'From nervousness to new horizons'

clock • 6 min read

Industry experts from the Women in Protection (WIP) Network on why the continuation of the video call option for clients is high on their wish-lists post pandemic

Just as the world was turned on its axis last year, so was financial advice; although largely to the benefit of women and their financial literacy, according to various members of the Women in Protection (WIP) Network, speaking exclusively to COVER. Literally overnight, some firms had to shift from mainly - or solely - providing face-to-face advice to embracing video technology. With this shift came a noticeable increase in women getting directly involved in the advice process, alongside their partners, securing their input into the decision-making process from the outset. In turn, ensur...

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

CII launches Voices

CII launches Voices

New research community

Sophia Panayi
clock 25 September 2026 • 1 min read
Howden Employee Benefits COO expands remit following Barnett Waddingham deal

Howden Employee Benefits COO expands remit following Barnett Waddingham deal

Supporting UK and international growth ambitions

Jaskeet Briah
clock 17 September 2026 • 2 min read
Most client meetings happen without one of the advised couple present

Most client meetings happen without one of the advised couple present

More than half of clients said they hold the adviser relationship in their name only

Laura Miller
clock 17 September 2026 • 2 min read