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  • CISI launches vulnerable client e-learning course

    12 November 2020

    The Chartered Institute for Securities and Investments (CISI) has developed an online e-learning course to help advisers understand the needs of vulnerable customers. The industry body said the course will deepen advisers’ knowledge of the FCA requirements and the Financial Planning Standards Board guidance and follows the watchdog’s consultation paper on prioritising the needs...

  • Why protection should feature in your client recommendations

    9 November 2020

    The Covid-19 pandemic has served to illustrate that the unexpected can happen and to emphasise why protection should feature in advice recommendations, says Ian McKenna, founder of the Financial Technology Research Centre and ProtectionGuru.co.uk The events of 2020 will clearly have a dramatic impact across the financial advice industry in 2021. It’s hard to be confident about the...

  • Protection: where eligible child criteria can affect product choice

    5 November 2020

    When recommending critical illness to a client for family protection purposes, understanding whether a client has children or not may make a big impact on shape of the product recommended, says Adam Higgs, head of Research at protection Guru. Children’s critical illness is often cited as one of the most common reasons for claims...

  • Few advice firms confident of securing affordable PI

    20 October 2020

    The Personal Investment Management & Financial Advice Association has called the lack of affordable Professional Indemnity Insurance an “existential threat” to the advice industry, after research found less than one in five (17%) advisers and wealth managers has confidence in being able to secure affordable insurance. In a survey of 84 member firms, over...

  • Around the clock virtual healthcare support launched by HSBC

    20 October 2020

    HSBC has launched a new additional ‘around the clock’ virtual healthcare support for life insurance customers. Existing HSBC Life Protection policyholders in the UK will receive additional physical and mental health benefits with immediate effect and the new benefits, which will be included as standard on new policies. The new benefit, provided in partnership with Square Health,...

  • Protection Guru rates providers across 8 categories and 10 features

    13 October 2020

    Protection Guru has unveiled its Protection Product Provider Ratings for 2020 to help advisers identify the strengths of each provider’s propositions.  A total of 15 protection providers took part in this year’s ratings and were rated across eight different product categories spanning critical illness with children’s cover; critical illness without children’s cover; life protection,...

  • Mental wellbeing support sought-after employee benefit

    8 October 2020

    Mental wellbeing support has risen to become the most sought-after employee benefit among smaller businesses, new research from OpenMoney has revealed. A quarter (25%) of UK SMEs said they are keen to introduce some form of mental health support within the next six months, with 30% already offering this type of benefit. Meanwhile a...

  • L&G launches Low Start and SME protection products

    29 September 2020

    Legal & General has launched two new income protection products amid growing awareness for financial resilience in the wake of the Covid-19 pandemic. The two new products, Low Start Income Protection and Executive Income Protection, will provide advisers with more options for clients who are increasingly requiring tailored financial products to meet their needs,...

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