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  • Advice firms call for integration of protection products into CRM and cashflow

    8 December 2019

    Advice firms would like to see insurers integrate with their practice management and cash flow planning tools to enable them to better support their clients taking out insurance cover, the Financial Technology Research Centre (FTRC) said. According to a study published by the research consultancy, the three leading areas of friction between insurers and...

  • MetLife UK set for record claim volumes

    5 December 2019

    MetLife UK says it is on track to pay record claim volumes in 2019, with claims paid in the first nine months of 2019 currently at 92% of the total paid in 2018. The company said it had paid 10,449 claims compared with around 11,400 for the whole of last year. The value of...

  • Need for financial plans to be included in wills

    4 December 2019

    There is a need for financial plans to be included in wills, as research shows that a large percentage of clients are not taking into account their advisers’ financial advice when estate planning. The latest figures from Canada Life found that just one in three (31%) advisers say that all or most of their advice...

  • How obtaining insurance for clients with diabetes is being made easier

    28 November 2019

    Obtaining insurance for clients with diabetes is being made easier by improvements in underwriting, explains Helen Dick, senior manager Underwriting and Claims Strategy, Scottish Widows With cases of diabetes on the rise, access to insurance for those with the condition has never been more important. We know that diabetes is a contributory factor to...

  • PIMFA campaign highlights finances and mental health link

    26 November 2019

    The Personal Investment Management and Financial Advice Association has launched a new campaign to highlight the importance between financial and mental wellbeing. The ‘Financial Journeys’ campaign aims to raise awareness of the stigma surrounding mental health and the reluctance to discuss money, with research showing that money and mental health are often linked. Studies...

  • Growing protection market requires paraplanner research

    25 November 2019

    Matt Ward, communications director, AKG, examines the evolving research and due diligence requirements in the protection market The protection market is evolving and represents an interesting space at present with a range of provider types involved – including large and small proprietary insurance companies, friendly societies, mutuals, marketing firms and reinsurers – particularly targeting...

  • Vulnerable clients and the impact of FinTech

    21 November 2019

    Jackie Lockie, head of Financial Planning at CISI, looks at the potential impact of advancing technology on vulnerable clients As I’m sure you know, the FCA closed its most recent consultation paper 65 GC19/3 on vulnerable clients on 4 October 2019.  That paper talked much more broadly than its previous communications about the potential...

  • Taking a personalised approach to underwriting

    21 November 2019

    Sponsored article There are very few people that cannot be served with some form of protection, writes Johnny Timpson, Scottish Widows Protect Technical and Industry Affairs Manager New protection products, innovations and adaptations regularly fill the trade press headlines, but it’s rare to hear about the service that improves access to the actual benefits...

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