MARCH 2020


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Newsletter, Jobs & Event Alerts


  • Insurer Yulife partners with Fitbit on wellbeing

    16 March 2020

    Life insurance group Yulife has joined forces with Fitbit to offer its customers discounted access to a range of wellbeing products.   The new venture pairs Yulife’s activity-based app with Fitbit’s products, offering users a 25% discount across the entire range, including fitness trackers and smart watches. The gadgets will feed directly into Yulife’s...

  • Third of women uncomfortable discussing mental health

    12 March 2020

    New research has shown that as many as one in three women do not feel comfortable discussing their mental health. According to the findings by mental health treatment specialist Smart TMS, women suffer higher levels of social anxiety, poor self-image and loss of confidence than men. Over a quarter (27%) of women regularly cancel...

  • Protecting your clients’ businesses

    27 February 2020

    Most adviser firms will have business owners as clients. Ensuring they have the right insurance protection in place not just for their personal circumstances, but also for their business, can be a valuable part of their financial planning, says Chris Dunne, proposition manager, Scottish Widows Business owners can all too easily be focussed on...

  • Aegon extends health and wellbeing service to protection advisers

    25 February 2020

    Aegon UK has extended its health and wellbeing service to protection advisers to help them cope with difficult conversations with clients. The service will offer advisers confidential counselling, as well as online support tools for a range of issues including bereavement, medical diagnosis, emotional health, relationships, family concerns, finances, debt, legal issues and consumer...

  • Aegon rolls out mental health workshops

    20 February 2020

    Aegon UK has rolled out a series of mental health training workshops to help its managers improve their understanding of mental health in the workplace. The instructor-led, four-hour interactive workshops are designed to help managers learn how to spot signs of mental health problems or distress in their colleagues and provide the right support....

  • Join us at our Team Leader, Investment Committee and Technical Insight Seminars

    9 February 2020

    This year Professional Paraplanner is running three series of events around the country – our Team Leader, Investment Committee and Technical Insight Seminars give paraplanners access to experts in their fields and tackle issues and provide insights from the point of view of the paraplanner. These are paraplanner exclusive events.  At Thursday’s Professional Paraplanner Team Leader Seminar held...

  • Income protection provider pays out on 95.7% of claims

    2 February 2020

    Income protection provider Cirencester Friendly paid 95.7% of claims in 2019, up on the 95.2% recorded during the previous year.  A total of 1,275 claim applications were made in 2019, of which 1,255 claims were considered and 95.7% of these paid.  In total, nearly £5.9 million was paid out. Reasons for rejecting claims included...

  • Protecting clients’ homes

    30 January 2020

    Chris Dunne, proposition manager, Scottish Widows, considers the protection needs for homeowners with new or existing mortgages Financial planning, where a mortgage is involved, should ensure clients have sufficient and the right kind of protection in place for their needs. This is equally important for both new mortgages being arranged and for existing ones...

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