financial advice

PIMFA Leading Lights Forum findings

2,300 engaged with the insurance programme

Issues with communication and trust

Protection as a pillar of mortgage advice

Quantitative Outputs published

“How consistently are our advisers discussing protection?”

Unbiased research findings

Historic ongoing service evidence review continues

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients

61% of those who wrote their own will did not seek advice