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CI Expert: What triggers protection complaints

22 May 2014

Looking at the FOS’s published complaints decisions gives a good idea of what causes protection complaints and how the ombudsman views the issues

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Ian McKenna: How tech is bringing advice home

20 May 2014

Technology is allowing consumers to remotely access documents while their adviser talks them through it and even sign agreements while ensuring security is not compromised.

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How the IPTF is hoping seven families can shake-up protection

1 May 2014 | By Devraj Ray

Campaign to set out stall to secure funding from providers

Protection Brief: CI Expert: Rebroking is not churning

27 March 2014

Although many compliance officers are reluctant to consider the rebroking of critical-illness plans, using careful analysis can show when clients would clearly benefit from a change

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Protection Brief: Why are mutuals leading the way for protection innovation?

27 March 2014 | By Amanda Newman Smith

The large insurers are lagging behind mutuals when it comes to innovation in the protection market

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Ian McKenna: Zurich's app is a great leap in case tracking

26 March 2014

While the rest of the industry is stuck in the past, Zurich’s use of mobile technology makes advisers’ lives a whole lot easier by helping tackle the problem of case tracking

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The growth in self-employment presents advice opportunities

13 February 2014 | By Amanda Newman Smith

Building a business may be your client’s dream, but the self-employed face specific financial planning problems.

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Partial critical illness payments are only half the story

11 February 2014

Advisers need to consider how and when insurers make partial payments not just that they are included in a critical illness policy.

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Danby Bloch: Advising on key person insurance – covering the angles

9 January 2014

It is worth getting up to speed on the details and advantages of key man insurance for corporate clients.

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Will friendly societies benefit from mutual respect?

28 November 2013 | By Amanda Newman Smith

From their origins as welfare providers, friendly societies have always had a more personal approach to financial services and although they are having to adapt to the modern world this approach is paying off.

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Protection industry needs to rise to auto-enrolment challenge

28 November 2013

After years with little progress in closing the protection gap, auto-enrolment could offer a chance for real progress.

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Is technology the only medicine for a flagging protection market?

28 November 2013

The last 12 months have seen a noticeable decline in protection sales. Is technology the remedy that the market needs?

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Protection problems for post-65 workers

1 October 2013 | By Amanda Newman Smith

Can the protection industry cater for people who work past age 65? Amanda Newman Smith finds out.

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Nick Kirwan: A once-in-a-lifetime opportunity to get LTC right

13 September 2013

People need to get the right information and advice at the right time. 

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Protection sales are not benefiting from the mortgage boom

12 September 2013 | By Gregor Watt

Mortgage sales have rebounded strongly in 2013 but so far the protection market has not experienced any knock-on effect

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Case study: Protecting clients with holistic advice

29 August 2013

A holistic approach to financal planning could help advisers tackle difficult subjects with their clients, such as adequate protection for their family.

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