The cover will be offered by wealth management advisers in conjunction with advice about trusts and IHT
Aviva's new Whole of Life Insurance+ policy is aimed primarily at high-value clients at risk of inheritance tax (IHT) liability and looking to gift funds after death. Designed to be offered by advisers as part of wealth management plans, the application process for the policy will be accompanied by access to advice regarding trusts and IHT. "The policy will be offered as part of our wealth advisers segment," Mark Cracknell, head of protection distributionat Aviva, told COVER magazine. "What...
However only 48% advisers saw protection sales grow
PI insurance revoked amid market ‘nervousness’
Cost vs value
First phase progress