JUNE 2021


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Newsletter, Jobs & Event Alerts


  • Understanding guaranteed insurability options

    28 July 2020

    Adam Higgs, head of Research at Protection Guru, explains guaranteed insurability options, which can enable clients to increase the level of cover under a policy without further underwriting if a significant event happens. If Covid-19 has taught us anything, it is that our lives can change very quickly. Whilst the pandemic has had an...

  • Financial Abuse Specialist certification launch by Standards International

    28 July 2020

    Standards International launching a new certification course designed for individual financial professionals to achieve the designation of Financial Abuse Specialist™. The course is being run is delighted to announce in conjunction with Amanda Cassar, the global ambassador for financial abuse. The course is designed to educate around the topic of financial abuse via subject reading,...

  • Lasting power of attorney service goes digital

    21 July 2020

    The Government has digitised its lasting power of attorney service to speed up the process at which those acting on behalf of a friend or relative can take action.  The new system, unveiled by the Office of Public Guardian (OPG) replaces the current paper-based process which can take several weeks for documents to be...

  • Protection Guru benchmarks 12 leading protection providers

    18 July 2020

    Protection Guru has published three of its four insurance provider reports, which will benchmark 12 of the leading providers across 10 different operational features.   The research service has published the reports in order of the highest scoring insurers, with the names of the final group of providers set to be released this week....

  • Know your client’s life and critical illness insurance options

    12 July 2020

    Over the last few years there have been a marked increase in the number of multi-benefit policies put in place by advisers. All quotation portals now make it far easier to compare multi-benefit prices, but paraplanners need to be aware of exactly what cover they are providing clients. Do you know your Life with...

  • Protection Guru launches benchmark reports on insurers

    8 July 2020

    Research service Protection Guru has created a series of reports for advisers looking to access information on insurance providers.   The group, part of FTRC, will benchmark 12 insurance providers across 10 different operational features, with the first three reports set to be published this week and further reports published on a weekly basis....

  • Standard Life Association report ‘makes for worrying reading’

    25 June 2020

    Nearly three million households who suffered a dip in income due to the Covid19 pandemic, including the self-employed, have been left without financial support from the government, a new report from the Standard Life Association has revealed. Of those households who did not benefit from the Government’s furlough or self-employment income support schemes, 90%...

  • Protection needs of business owners and self-employed clients

    22 June 2020

    Sponsored article There’s never been a more important time to talk about Protection, says Tom Robinson, National Account Manager, Scottish Widows. All financial advisers have clients who are self-employed or business owners. Irrespective of your specialism, there has never been a more important time to contact these clients to discuss protection. As we entered 2020...

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