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Referrals

'The way we talk about protection has moved on': PA360

Adviser / Broking

'The way we talk about protection has moved on': PA360

Growing interest among IFAs and wealth managers

clock 02 May 2025 • 4 min read
L&G Mortgage Club launches protection referral tool for advisers

Individual Protection

L&G Mortgage Club launches protection referral tool for advisers

Supporting Consumer Duty obligations

clock 15 March 2024 • 1 min read
Mortgage advisers must involve female consumers in protection discussions: AMI

Individual Protection

Mortgage advisers must involve female consumers in protection discussions: AMI

New breakdown of AMI Viewpoint report from a gender lens

clock 08 March 2024 • 3 min read
Emma Thomson: Reasons for optimism that could provide glad tidings in 2024

Individual Protection

Emma Thomson: Reasons for optimism that could provide glad tidings in 2024

"Despite my optimism, I am very mindful of the continuing challenges"

clock 19 December 2023 • 3 min read
TMG Mortgage Network launches protection division

Adviser / Broking

TMG Mortgage Network launches protection division

Headed up by Donna Ambler

clock 21 November 2023 • 1 min read
2plan wealth management rolls out protection service with LifeSearch

Individual Protection

2plan wealth management rolls out protection service with LifeSearch

Available to new and existing clients

clock 20 November 2023 • 1 min read
Beagle Street agrees referral partnership with Reassured

Individual Protection

Beagle Street agrees referral partnership with Reassured

For consumers unable to secure own cover

clock 08 November 2023 • 1 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
Added-value support referrals should increase under Consumer Duty: RedArc

Individual Protection

Added-value support referrals should increase under Consumer Duty: RedArc

Helps to meet compliance obligations

clock 15 August 2023 • 1 min read
Zoe Priselac: Creating a new way to put customers first

Adviser / Broking

Zoe Priselac: Creating a new way to put customers first

“I was passionate about protection… I didn't want anybody else to be in that situation.”

clock 11 July 2023 • 6 min read
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