January 2019


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  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

  • Industry must evolve to meet the requirements of female clients

    17 October 2017

    The financial industry must do more to meet women’s advice needs, with a new report revealing they are put off by the “aggressively masculine” world of financial services. The report, published by research firm Kantar, highlighted the differences between male and female perceptions of advice and found the industry must evolve to meet the...

  • Aegon speeds up protection application process by 5-days

    21 August 2017

    Aegon claims recent changes to its back-office systems and underwriting processes will significantly speed up the time it takes to put client’s protection in place, saving advisers around five days of waiting. In addition, the assurer says it will let advisers know what extra information it needs for an application via its protection document...

  • New industry body launched to ‘revolutionise’ data movement and automation processes

    26 July 2017

    Criterion, an independent, not-for-profit industry body for Standards and Governance has been launched to take forward and expand upon the existing work undertaken over the past 25 years by Origo in the UK’s long-term savings, investment and protection markets. Caroline Mansley has been named as managing director and said that keeping the consumer front-of-mind...

  • more 2 life launches ‘The Bigger Picture’ campaign 

    8 June 2017

    Equity release provider more 2 life has launched an initiative to encourage advisers to consider all circumstances when advising on equity release, including inheritance protection. Equity release lender, more 2 life, has launched a campaign urging advisers to see ‘The Bigger Picture’ when communicating with their clients. The initiative follows on from the company’s...

  • Aegon raises concerns that householders are under protected on mortgage debt

    22 May 2017

    Aegon recently released protection claims statistics that reveal mortgage debt exceeds the average life insurance pay out, meaning people are likely to be under protected for the amount of mortgage debt they have. According to figures from The Money Charity[1], the estimated average outstanding mortgage for the 11.1 million households with mortgage debt in...

  • Long term care has to be ‘high on the agenda for pre-retirees’, says report.

    2 May 2017

    Two thirds of near-retirees are not factoring the cost of LTC into their retirement plans making the cost of care discussion a high priority item for pre-retirees with their advisers, according to financial planning firm Tilney. In its recent Cost of Tomorrow Report Tilney reveals that 71% of over-45s are not factoring the cost of long-term...

  • Report flags significant lack of insurance protection among families

    24 April 2017

    Parents are more likely to insure their possessions than their health despite over 40% saying they are concerned that they or a member of their family could develop a serious illness and 45% of parents with dependent children could not support their lifestyle for a month if the main breadwinner was unable to work,...