Designed to help intermediaries comply with IDD
Financial and Technology Research Centre (F&TRC) has announced that it is offering API access to its protection data to allow firms to integrate its product analysis service into third-party services, including portals, specialist IFA websites, aggregators and price comparisons, and adviser practice management systems. The Insurance Distribution Directive (IDD), which came into effect on 1 October, requires all life insurance intermediaries to provide a suitability assessment as part of any comparison...
‘Business as usual? Mental health and wellbeing in a post-pandemic era’ takes place on Monday
‘With change comes opportunity’
Newly formed role
MortgageSafe has three levels of cover
However only 48% advisers saw protection sales grow