30th June 2021

Royal London: Tailor your client reviews

Personalise the review experience

We’ve enhanced our client review service to further support your client conversations.

With the custom review option, you can choose the content you’d like to include in the client reports to create a truly personalised review experience.

This includes new content on a broad range of topics to help educate and engage your clients, including detailed market commentary, ESG and Responsible Investment and financial wellbeing.

Find out more

Protection

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Cirencester: Talking Protection - Think Marathon Not Sprint

In the latest AMI Protection Viewpoint report, only 39% of respondents recalled their broker asking about protection insurance, but 99% of brokers said they asked their clients about it

Cirencester: How Protection Builds Life Resilience

Life is a lottery. One minute everything could be going your way, the next something crops up that blocks your path. The problem may be small, simple to solve and something you can easily overcome to get back on track.

Cirencester: The Rise of the Multi Job Worker

Over the recent weeks and months, I’ve had several conversations with Advisers where they are struggling to explain how providers approach workers with more than one job. This is not a new issue but one that’s more prevalent today.

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