"Write or refer, we should be helping our SME clients understand the risks"
The August 2023 episode of The COVER Review is now live for members to watch, featuring interviews and insights from the protection space.
For sister firm Just Mortgages
Topics covered include exit planning, recruitment and scalability
For new and experienced advisers
"More financial commitments mean a greater reliance on income"
Helps to meet compliance obligations
To discuss challenges around the Consumer Duty implementation
Looking to provide customers access to the right information
FCA to explore simplified regimes to close the gap