Latest - PROTECTION ZONE

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  Mental illness protection claims double in year

  13 May 2021

  The number of people claiming income protection caused by mental illness doubled in 2020, new research from Zurich found.  In Mental Health Awareness Week, the insurance giant said more than one in four (27%) claims were triggered by mental health conditions last year, compared to 13% in 2019. Around £1.7 million was paid out...

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  Benefits Guru launches financial wellness ratings

  10 May 2021

  Benefits Guru has launched a set of financial wellness ratings for consultants, corporate advisers and employers. In the first of its kind in the market, Benefit Guru’s ratings aim to help advisers and employers review products that will help improve employees’ financial wellness. The launch follows recent research which found that two in five...

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  SimplyBiz launches dedicated protection hub

  6 May 2021

  SimplyBiz has announced the launch of an online protection hub, designed to draw together the compliance, training, outsourcing and research support provided in this business area. The hub also provides access to SimplyProtect, the company’s panel of protection providers, which it says, offers enhanced terms and support for SimplyBiz members. SimplyBiz said the hub...

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  TDQ: TEST YOUR KNOWLEDGE: ANSWERS

  25 March 2021

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial...

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  TDQ: TEST YOUR KNOWLEDGE: ANSWERS

  25 February 2021

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial...

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  TEST YOUR KNOWLEDGE: QUESTIONS

  25 February 2021

  Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your knowledge of the financial services market, as part of  your overall training goals and exam techniques. The following questions, which can also be found in our March 2021 issue, relate to examinable...

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  Clients seek financial safety nets

  17 February 2021

  A growing number of consumers are seeking advice for income protection and critical illness, as they seek financial security, driven by the Covid-19 pandemic. New research from Zurich found nearly a third (29%) of advisers reported more demand for their services during the crisis, with 39% noting greater interest for protection, while 36% saw...

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  FCA survey shows rise in financial vulnerability

  14 February 2021

  Over half of adults in the UK will be struggling with money, with the Covid-19 crisis having a profound impact on the finances of the UK population, the latest Financial Lives Survey from the Financial Conduct Authority has revealed. Figures from the Survey, which benchmarks the financial situation of UK consumers, found that 27.7 million...

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