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In depth

The Rising Stars of Protection: Katy Davies

Adviser / Broking

The Rising Stars of Protection: Katy Davies

“Advisers need to be the change we want to see”

clock 13 October 2022 • 6 min read
Cost of living crisis: Should the industry do more to protect employees?

Employee Benefits

Cost of living crisis: Should the industry do more to protect employees?

“Advisers need to do the digging and help their clients by signposting”

clock 11 October 2022 • 6 min read
Uncovered: Secret Shopping for Life Insurance

Adviser / Broking

Uncovered: Secret Shopping for Life Insurance

“The adviser kept insisting that they really didn’t think I would need life cover”

clock 20 September 2022 • 8 min read
Fighting trolls, haters and overcoming adversity: Tales from female advisers

Adviser / Broking

Fighting trolls, haters and overcoming adversity: Tales from female advisers

“I had to crawl my way every month to doing well”

clock 13 September 2022 • 8 min read
The Rising Stars of Protection: Claudie Francis

Technology

The Rising Stars of Protection: Claudie Francis

“What's really brilliant about protection is that you can see how it changes lives”

clock 08 September 2022 • 6 min read
Is the protection claims process fit for purpose? These advisers say it isn't.

Adviser / Broking

Is the protection claims process fit for purpose? These advisers say it isn't.

“There's been too many plasters and tape on it now that it doesn't work with modern life”

clock 06 September 2022 • 10 min read
Mortgage It: Breaking into the Scottish protection market

Adviser / Broking

Mortgage It: Breaking into the Scottish protection market

“It’s all about treating people the way you want to be treated”

clock 31 August 2022 • 5 min read
FortyOne Money: Creating a legacy in protection advice

Adviser / Broking

FortyOne Money: Creating a legacy in protection advice

“We want FortyOne to be the benchmark of what good financial advice should look like”

clock 23 August 2022 • 5 min read
The Rising Stars of Protection: Michael Bearman

Insurer

The Rising Stars of Protection: Michael Bearman

“People need to know what fantastic services are available to them”

clock 18 August 2022 • 6 min read
Should mandatory qualifications be introduced for protection advisers?

Adviser / Broking

Should mandatory qualifications be introduced for protection advisers?

“If you aren't regularly reviewing knowledge, it doesn't really work.”

clock 14 August 2022 • 6 min read
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