Advisers surveyed rank product design and underwriting services highly in 2020, report shows
The protection industry is largely meeting expectations from advisers and delivering satisfactory levels of products and services, according to a new report from financial technology and research business, Defaqto. The Protection Services Review 2021 report surveyed 361 advisers between July and September last year, measuring the relative importance of 10 satisfaction categories of service, the level of individual protection product recommendations and identifying advisers' preferred providers...
Evolution not revolution
New survey shows
Maximum terms increased
‘On my first day I was given an ashtray, a stapler and a staple extractor…’