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advice

Protection & Mortgages: rising rates

Adviser / Broking

Protection & Mortgages: rising rates

Advisers must not allow cost to wreck protection plans

clock 22 July 2024 • 5 min read
UnderwriteMe integrates with ClientTree

Technology

UnderwriteMe integrates with ClientTree

Integration reduces data entry

clock 03 June 2024 • 1 min read
Guardian joins Mortgage Advice Bureau's protection panel

Individual Protection

Guardian joins Mortgage Advice Bureau's protection panel

"This partnership will add more value to the advice and products we offer"

clock 17 April 2024 • 1 min read
Got to get: reframing in protection

Adviser / Broking

Got to get: reframing in protection

Protection not just a tick box

clock 12 April 2024 • 5 min read
SimplyBiz to add Defaqto's Engage solution

Technology

SimplyBiz to add Defaqto's Engage solution

“We will help firms give more advice, to more clients”

clock 20 March 2024 • 1 min read
The S Word

Adviser / Broking

The S Word

Are advisers salespeople?

clock 19 March 2024 • 5 min read
Lloyds Bank reports 5% increase in protection take-up

Individual Protection

Lloyds Bank reports 5% increase in protection take-up

New protection tool for advisers led the increase

clock 23 February 2024 • 1 min read
One third of consumers say advice is less clear since Consumer Duty

Individual Protection

One third of consumers say advice is less clear since Consumer Duty

61% of advisers report having less time to advise clients

clock 22 February 2024 • 1 min read
SimplyBiz launches online adviser academy for members

Adviser / Broking

SimplyBiz launches online adviser academy for members

Partnership with Competent Adviser

clock 21 February 2024 • 1 min read
Advisers fearful of further compliance and regulation

Adviser / Broking

Advisers fearful of further compliance and regulation

Pressure and workload are causing unrest

clock 12 February 2024 • 2 min read
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