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protection advice

AMI's Penn: Lessons from the travel industry on value of protection advice

Group Protection

AMI's Penn: Lessons from the travel industry on value of protection advice

Engaging consumers on protection

clock 16 November 2023 • 4 min read
Just Wealth adds support for protection referrals under Consumer Duty

Adviser / Broking

Just Wealth adds support for protection referrals under Consumer Duty

For sister firm Just Mortgages

clock 22 August 2023 • 1 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
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
I was asked to mystery shop several protection intermediaries. This is what happened

Adviser / Broking

I was asked to mystery shop several protection intermediaries. This is what happened

“In that moment, I felt pressured and quite uncomfortable”

clock 19 August 2022 • 4 min read
Sesame Bankhall launches 'protection pledge' campaign

Adviser / Broking

Sesame Bankhall launches 'protection pledge' campaign

To boost protection take-up

clock 05 May 2022 • 1 min read
Angela Davidson: What helps and what hinders the protection conversation

Adviser / Broking

Angela Davidson: What helps and what hinders the protection conversation

"When we bring out client's concerns, we can build a solution"

clock 12 April 2022 • 4 min read
Jeff Woods: Access to Insurance

Individual Protection

Jeff Woods: Access to Insurance

Mental Health in Life Insurance week

clock 01 February 2022 • 3 min read
Rose St Louis: Embracing the complexity of protection in 2022

Individual Protection

Rose St Louis: Embracing the complexity of protection in 2022

'It’s no longer expected that everyone follows a similar financial life path'

clock 20 December 2021 • 4 min read
Vita partners with Principality Building Society on access to protection

Individual Protection

Vita partners with Principality Building Society on access to protection

Partnership strengthens its protection advice

clock 01 October 2021 • 1 min read
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