Protection

Protection news for financial advisers and paraplanners - The future of protection is now

Industry sectors from healthcare to finance have caught the technology bug. And we’re no exception - we recently upgraded our online protection service and underwriting technology, but we never forget the human touch, especially at the difficult times when your clients need us most. more...

Protection news for financial advisers and paraplanners - Aviva: Making catastrophe risk part of your financial planning

Can a good financial plan be truly comprehensive if it doesn’t factor in protection against catastrophe risk? That’s the question Tony Wickenden, Managing Director of Technical Connection, asks in a new article for Aviva. Discover why Tony believes protection should be placed at the heart of the wealth and estate management process – and get his advice on how you can do just that. more...

Learning & Development for Financial Advisers & Paraplanners - FundsNetwork: Top pension topics for your CII exam revision

With the CII exams getting closer, you may find FundsNetwork's library of over 40 videos valuable for your final preparation. more...

Protection news for Financial Advisers & Paraplanners - Defaqto: Financial advisers and pre-paid funeral planning

Unlike the general insurance market where consumers recognize their need for home insurance, travel insurance and car insurance and buy of their own volition, suppliers of life and protection products typically have first to convince the target audience that they are financially vulnerable. more...

Protection News for Financial Advisers and Paraplanners - Zurich: Protection for life stages: Middle-aged couples

Bob and Mary are in an enviable financial position, but have concerns about care costs dwindling the estate they have carefully built for their beneficiaries. Zurich explores the options they have… more...

Protection news for Financial Advisers & Paraplanners - Zurich: Why protection should be a keystone of clients' retirement plans

Convincing clients to underpin their assets with protection may be difficult, but it’ll probably be worth it, for adviser and client... more...

Protection news for Financial Advisers & Paraplanners - Aegon’s new flexible business protection application options

Explore Aegon’s new flexible business protection application options including a new streamlined online application process, product upgrades, underwriting improvements and more. more...

Protection news for Financial Advisers & Paraplanners - Royal London: Join our webinar to discover how our income protection works

Please join us from 10am to 11am on Wednesday 28 August for our next webinar on income protection. more...

Protection news for Financial Advisers & Paraplanners - Royal London: State of the Protection Nation 2019 – the road ahead

Now in its third year, our State of the Protection Nation report tracks adviser confidence in the protection market as well as consumer awareness and perceptions. more...

Protection News for Financial Advisers and Paraplanners - Guardian: Double award-winning at the Protection Review Awards 2019!

We’re absolutely thrilled to win 2 awards at the recent Protection Reviews Awards. The judges praised us for bringing innovation to the market and striving to make real change. more...

Protection news for Financial Advisers & Paraplanners - Aegon: Continuity and succession planning toolkit

Position business protection with your clients without having to discuss insurance-based solutions. more...

Protection news for Financial Advisers & Paraplanners - Royal london: A personal and supportive claims experience

If your clients are thinking about taking out protection, they’ll want to trust that their plan will pay out if they ever need to make a claim. more...

Protection news for Financial Advisers & Paraplanners - Royal London market update

Read the latest market update from Royal London more...

Protection video for Financial Advisers & Paraplanners - Royal London: Everyone’s different

At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’ more...

Protection news for Financial Advisers & Paraplanners - Royal London: Everyone's different

We’re committed to helping you build strong, lasting relationships with your clients. more...

Protection news for Financial Advisers and Paraplanners - Immediate cover – independent study finds that Old Mutual Wealth’s protect is a stand out product

You’ll no doubt be aware of the terrible consequences losing a key person or shareholder through death or illness could have on your business owning clients. Once you have established the need for protection, it is important to mitigate these risks quickly by obtaining immediate cover. more...

Protection news for Financial Advisers & Paraplanners - Defaqto: Protection service review suggests interesting opportunities for advisers

We asked advisers about their opinion of the service they receive from protection providers – and here is what they told us. more...

Protection webinar for Financial Advisers & Paraplanners - Royal London: Lifetime Allowance Webinar

Join Fiona Hanrahan and Jim Grant as they host a webinar master-class on the lifetime allowance on Thursday 20 June. more...

Protection news for Financial Advisers & Paraplanners - Guardian: Imagine Wembley stadium 52 times over…

3.8m people in the UK are living with diabetes – that’s 5% of the population, and the equivalent to filling Wembley stadium 52 times over. And, this number is expected to rise significantly over the next 5 years. Diabetes UK also report that most people living with diabetes have encountered difficulties arranging insurance.Raising awareness of the issue is timely, given its National Diabetes Awareness week this week. more...

Protection news from Financial Advisers & Paraplanners - Royal London: Everyone’s different

At Royal London, we understand everyone’s unique. That’s why our protection proposition isn’t ‘one size fits all’. more...

Protection News for Financial Adviser and Paraplanners - Old Mutual: Underwriting support from an award winning team

You can find indicative underwriting decisions for common medical conditions and pastimes not only by contacting our award winning underwriting team, but also on our new webpage. The page also includes a new Body Mass Index (BMI) tool, which calculates and provides an indicative decision for BMI, plus useful links to literature and other tools. more...

Protection news for Financial Advisers and Paraplanners - Royal London: The marketing studio – helping you make the case for protection

At Royal London we aim to give you marketing material full of powerful arguments to help you make the case for protection, develop your client base and increase referrals. That’s why we built the marketing studio specifically for advisers. more...

Protection Seminar for Financial Advisers & Paraplanners - Old Mutual Wealth: Supporting your clients when they need you the most

Join us at our 2019 protection seminar where our experts will be exploring the needs of vulnerable customers throughout the advice journey. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Giving you and your clients more choice

Losing an income due to an illness or injury is one of the biggest risks your clients will face. Having a flexible approach to income protection could help you provide the right cover at the right price. more...

Protection news for Financial Advisers and Paraplanners - Aegon updates business protection process for advisers

Aegon have rolled out the same online service process it launched for personal protection and whole of life last year for business protection and for its relevant life product, which has been updated. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Our change could help make the income protection sale easier

Our new 5-year term for income protection could make the product more desirable for some clients. more...

Protection news for Financial Advisers and Paraplanners - HLP panel win for new protection entrant, Guardian

Protection challenger, Guardian, today joins the HL Partnership (HLP) Protection Panel. It’s the latest of a succession of important distribution wins for the new entrant, which has seen huge interest in its quality approach and pioneering proposition since launch in Q3 last year. more...

Protection webinar for Financial Advisers and Paraplanners - Defaqto: Webinar: Assessing critical illness cover

With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients. more...

Protection news for Financial Advisers and Paraplanners - When the Wheel of Life lands on terminal illness…

It’s notoriously difficult for doctors to predict survival rates for people with stage 4 cancer, so many are reluctant to do so. But terminal illness cover will typically only pay out if someone is given less than 12 months to live.It’s notoriously difficult for doctors to predict survival rates for people with stage 4 cancer, so many are reluctant to do so. But terminal illness cover will typically only pay out if someone is given less than 12 months to live. more...

Protection news for Financial Advisers and Paraplanners - Defaqto: Analyse Critical Illness Cover policies side by side

With a number of factors to consider, Critical Illness Cover (CIC) policies are complex and analysing them is time-consuming. Defaqto’s new critical illness cover comparison tool, CIC Compare, provides an easy-to-use way for advisers to compare new and historic critical illness policies in under five minutes, on a whole of market basis, including white labels and direct products. more...

Protection news for Financial Advisers and Paraplanners - Royal London: Talk about trivial spending habits - better protection conversations

Part four of our 'Five top tips for better protection conversations' series - talking about trivial spending habits. In my last blog I talked about using different types of questions to gain a different type of answer. We can do this using more ‘open’ style questions when we require a more open style answer. more...

Protection news for Financial Advisers & Paraplanners - Guardian: When the Wheel of Life says your client can’t work…

Most providers offer waiver of premium as an optional extra, but it normally comes with a cost. The reality is, trying to upsell protection is an already difficult task. That’s why at Guardian our built-in Premium Waiver comes as standard. So, if we offer someone cover, they automatically get waiver, regardless of their age, occupation or any sports they play. more...

Protection event for Financial Advisers & Paraplanners - Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

In the 3.5 hour seminar we will discuss the increasing FCA focus on ‘vulnerable customers’, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey. more...

Protection news from Financial Advisers & Paraplanners - Guardian: When the Wheel of Life expands your clients’ family…

The average age of a first-time mother in the UK has risen to almost 29 , with 47% of women now not having children by the age of 30 . Why is this relevant for the protection industry? more...

Protection news from Financial Advisers & Paraplanners - Aegon: New – second medical opinion service

We’ve partnered with RedArc to introduce a second medical opinion service – additional support for your protection clients. more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: The benefits of power of attorney

A serious accident or an illness that requires a lengthy stay in hospital, even in intensive care, can have long lasting physical and financial effects, including an emotional impact on your client and their family. more...

Protection news from Financial Advisers & Paraplanners - Guardian: Protection challenger, Guardian, is on openwork panel

First time ever a new market entrant has secured this coveted position Guardian, the new protection challenger, has joined the coveted Openwork panel of protection providers. It’s a big coup for the life and critical illness entrant, who now have access to Openwork’s network of over 3,000 advisers. It’s the first time ever a new market entrant has been chosen for Openwork’s ‘best of breed’ panel more...

Protection news from Financial Advisers & Paraplanners - Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub. Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours. One of the modules you might be interested in is our guide to wills, trusts and guardianship. more...

Protection news for Financial Advisers and Paraplanners - Old Mutual Wealth: Protection Cover Continuation

If you take out a joint life policy that pays out when the first person becomes ill or dies, the policy will end when you receive the pay-out. This will leave the second person covered by the policy without any cover for the future. But does the pay-out mean they are financially secure for life? more...

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