Scottish Widows launches protection dashboard

The new dashboard has been designed to help advisers and paraplanners to understand suitable next steps to take for each case in their pipeline, with real-time information. Outstanding actions will be presented in "straightforward" language to improve ease for advisers in supporting their clients through the application process quickly, Scottish Widows detailed. The dashboard will also highlight potential vulnerabilities, in line Consumer Duty commitments around helping to prevent foreseeable harm to clients who are financially vulnerable or during a claim. Additionally, the dashbo...