Latest - PROTECTION ZONE

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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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  Zurich offers pre-application underwriting tool

  3 February 2021

  Insurer Zurich has launched a new tool to help streamline protection advice in the pre-application process for clients.  The tool, available through Zurich’s Life Protection Platform, has been designed to provide an instant indication on underwriting decisions before advisers complete full applications, reducing the amount of time for a decision to be given. Advisers will...

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  Royal London adds Underwrite Later option for Life Cover

  28 January 2021

  Royal London has added an Underwrite Later option for Life Cover on its Business Menu and Relevant Life Plans, allowing cover to be offered while medical evidence is being obtained. Eligible customers will have the option to get cover straightaway on Life Cover plans up to £3.5m whilst Royal London requests medical evidence and...

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  Britains adopt healthier lifestyle under Covid

  10 January 2021

  The Covid-19 pandemic has prompted Britons to adopt a healthier lifestyle, new research from life insurer AIG Life has revealed. According to the findings, nearly one in three adults (30%) plan to keep up healthy lifestyle habits they adopted during the pandemic, while nearly half (48%) are aiming to try to live more healthily...

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  WorkLife adds health protection benefits to online platform

  6 January 2021

  OpenMoney’s employee benefits portal WorkLife has joined forces with insurance provider Unum to add a range of health protection benefits to its online platform.  WorkLife customers will be to access group life insurance, dental plans and critical illness for their employees with no medical questions or underwriting required and solutions available from a range...

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