COVER Wellbeing 360: 'Intermediaries should be signposting clients'

Conversations between intermediaries and clients have changed over the years shifting to a more holistic approach. Whilst the role of intermediaries continuously grows, one thing Ginnelly suggested is that intermediaries should be signposting clients to other specialist advisers for certain products and services if they do not want to advise on them. Collaboration between the intermediary market and the wider protection industry to help promote signposting has so far been "successful," with Ginnelly acknowledging the steps organisations have already taken to help benefit clients. H...