Training

New Leaf Distribution appoints head of protection

Adviser / Broking

New Leaf Distribution appoints head of protection

Jo Pawson takes the role

clock 19 September 2025 • 1 min read
80% of insurance professionals oppose FCA CPD changes

Adviser / Broking

80% of insurance professionals oppose FCA CPD changes

CII research

clock 03 July 2025 • 1 min read
Amii names Liam Kennedy as vice chair

PMI

Amii names Liam Kennedy as vice chair

Director of key accounts for Vitality

clock 12 June 2025 • 1 min read
Training day: How CPD changes impact protection

Adviser / Broking

Training day: How CPD changes impact protection

Rules could “lead to protection being overlooked”

clock 29 May 2025 • 6 min read
FCA's vulnerability findings flag lack of tailored training and understanding

Regulation

FCA's vulnerability findings flag lack of tailored training and understanding

Many firms had taken positive action but ‘areas for improvement remain’

clock 07 March 2025 • 6 min read
Advisers say documenting advice conversations takes "significant" time

Adviser / Broking

Advisers say documenting advice conversations takes "significant" time

Findings from The Exeter

clock 14 February 2025 • 1 min read
Professional skills: Prioritisation

Adviser / Broking

Professional skills: Prioritisation

Adjusting old habits

clock 24 September 2024 • 5 min read
CII launches training partnership

Individual Protection

CII launches training partnership

Non-technical education

clock 10 June 2024 • 1 min read
Health insurance advisers still anxious about Consumer Duty requirements

Individual Protection

Health insurance advisers still anxious about Consumer Duty requirements

75% expect rising interest in private healthcare plans in 2024

clock 07 March 2024 • 1 min read
Defaqto expands Engage to include all tech required for advice

Individual Protection

Defaqto expands Engage to include all tech required for advice

Now includes protection research

clock 29 February 2024 • 1 min read