Analysis: Two different approaches to online trusts

clock • 4 min read

F&TRC's Adam Higgs analyses how two insurers have launched online propositions in a bid to improve the numbers of advisers putting policies in trust.

We all know that more policies should be put in trust, however when the process of getting forms signed by the right people, in the right place, in the right order is often so difficult, it is no wonder many advisers and clients overlook them. There are many reasons why more trusts are not implemented and one of the big ones is that creating the trust has always been a separate process to the application. In many cases providers do not even provide access to trust forms anywhere near the online application journey making them very easy to overlook. I recently took a look at two of ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Whole of Life

The race for life: scale vs margin

The race for life: scale vs margin

Protection needs its ‘Monzo moment’

Alain Desmier
clock 28 February 2025 • 4 min read
How to resuscitate the life market

How to resuscitate the life market

Focus on customer outcomes

Rory Yates
clock 19 November 2024 • 4 min read
Case Study: RedArc

Case Study: RedArc

Life policy case study

Christine Husbands
clock 09 October 2024 • 3 min read