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IFA

PMI

Case study: Protection claims statistics

"I'm an IFA who advises on protection. How can I use published claims statistics with clients? Is there an accepted sales technique for using such statistics? I'm also concerned about comeback of clients who might focus on percentage points and just want...

clock 18 October 2013 • 4 min read

Adviser / Broking

APFA wants equal weighting given to clearing advisers' names

The Association of Professional Financial Advisers (APFA) has said it fears innocent advisers would be disadvantaged and their names not cleared sufficiently under new proposals by the Financial Conduct Authority (FCA) about publishing warning notices....

clock 05 July 2013 •

Long Term Care

Advisers lack faith in elderly care reforms- Symponia

Advisers are lacking faith in the coalition's ability to bridge the funding gap for the UK's elderly, Symponia has revealed.

clock 11 June 2013 •

Group Protection

The brave new world of online sales

Protection markets are failing to evolve and must seize new opportunities if they are not to become dinosaurs in the the digital age, says Emma Walker.

clock 24 May 2013 • 6 min read

PMI

IPMI: An adviser-driven international evolution

Aetna International sees great opportunities for the UK international PMI market. Paul Robertson talks to Nic Brown.

clock 02 May 2013 • 7 min read

Adviser / Broking

Post-care cap spells 'ridiculously' quiet quarter for adviser

A long-term care specialist adviser has reported a noticeable dip in enquiries following the government announcement of the care cap plans.

clock 25 April 2013 •

Adviser / Broking

Advisers show signs of interest in restricted models

Advisers are showing increasing interest in restricted advice models, but the majority are still trading with independent models, Aviva has reported.

clock 17 April 2013 • 1 min read

PMI

Planet Insurance - Modern PPI

In January the FSA and OFT issued joint guidance on payment protection products. This is essential reading for IFAs selling protection products - especially those in the mortgage market.

clock 06 March 2013 •

Adviser / Broking

Hard sell: Two in five clients still decline cover after explanation

Two out of five clients will decline taking out life cover even after full explanation of the insurance and its benefits, a chartered financial planner has said.

clock 28 February 2013 •

PMI

PruHealth PMI sales through IFAs have trebled

PruHealth PMI sales through non-specialist IFAs have trebled in the last three years.

clock 04 September 2012 •
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