Professional Adviser www.professionaladviser.com AI-based vulnerable customer identification tool launches <img alt="AI-based vulnerable customer identification tool launches " src="https://www.professionaladviser.com/api/v1/wps/73340fb/1a7c68d6-a609-45d4-824a-44cb17689230/7/iStock-1170315675-roi-2-185x114.jpg" /> <p><!--summary start--> Mortgage and insurance network Stonebridge has unveiled a new functionality to help advisers and appointed representative (AR) firms identify vulnerable customers, in line with Consumer Duty requirements. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/73340fb/1a7c68d6-a609-45d4-824a-44cb17689230/7/iStock-1170315675-roi-2-185x114.jpg https://www.professionaladviser.com/news/4086997/ai-vulnerable-customer-identification-tool-launches https://www.professionaladviser.com/news/4086997/ai-vulnerable-customer-identification-tool-launches https://www.professionaladviser.com/news/4086997/ai-vulnerable-customer-identification-tool-launches Tue, 21 Mar 2023 15:23:16 +0000 Just Group partners with Comentis to support vulnerable customers <img alt="Just Group partners with Comentis to support vulnerable customers" src="https://www.professionaladviser.com/api/v1/wps/1f681ee/dd2cb3be-823b-4992-a61d-3ab7ae4aea49/6/Vulnerable-clients-185x114.jpg" /> <p><!--summary start--> Retirement specialist JustGroup and its sister company HUB Group have teamed up with clinical reg tech provider Comentis to identify and support vulnerable clients. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1f681ee/dd2cb3be-823b-4992-a61d-3ab7ae4aea49/6/Vulnerable-clients-185x114.jpg https://www.professionaladviser.com/news/4054741/group-partners-comentis-support-vulnerable-customers https://www.professionaladviser.com/news/4054741/group-partners-comentis-support-vulnerable-customers https://www.professionaladviser.com/news/4054741/group-partners-comentis-support-vulnerable-customers Mon, 15 Aug 2022 10:56:42 +0000 Online hub Gretel launches to find dormant assets 'in three minutes' <img alt="Online hub Gretel launches to find dormant assets &#39;in three minutes&#39;" src="https://www.professionaladviser.com/api/v1/wps/8be2e9d/888177d0-4425-455d-987c-d25a40b1e26f/8/Lost-assets-185x114.jpg" /> <p><!--summary start--> Gretel, a free platform that reunites consumers with lost and dormant accounts across financial services products, has gone live. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8be2e9d/888177d0-4425-455d-987c-d25a40b1e26f/8/Lost-assets-185x114.jpg https://www.professionaladviser.com/news/4048100/online-hub-gretel-launches-dormant-assets-minutes https://www.professionaladviser.com/news/4048100/online-hub-gretel-launches-dormant-assets-minutes https://www.professionaladviser.com/news/4048100/online-hub-gretel-launches-dormant-assets-minutes Mon, 11 Apr 2022 11:08:09 +0000 Voyant users targeted in email phishing attack <p><!--summary start--> Customers of cashflow software giant Voyant have been targeted by a malicious email that could threaten to expose private information of thousands of advisers and their clients. <!--summary end--></p> https://www.professionaladviser.com/ https://www.professionaladviser.com/ Tue, 10 Mar 2020 12:48:38 +0000 Albany Park partners with Anorak to offer online protection advice <p><!--summary start--> Protection and mortgage advice firm Albany Park has revealed that it has joined forces with Anorak Technologies. <!--summary end--></p> https://www.professionaladviser.com/news/3078359/albany-park-partners-anorak-offer-online-protection-advice https://www.professionaladviser.com/news/3078359/albany-park-partners-anorak-offer-online-protection-advice Wed, 3 Jul 2019 11:19:09 +0000 Aegon updates business protection process for advisers <p><!--summary start--> Aegon has 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. <!--summary end--></p> https://www.professionaladviser.com/news/3073257/aegon-updates-business-protection-process-advisers https://www.professionaladviser.com/news/3073257/aegon-updates-business-protection-process-advisers Wed, 27 Mar 2019 12:47:46 +0000 Aviva enhances protection platform for advisers <p><!--summary start--> Aviva has revealed what it is calling the 'most significant set of improvements' to its online platform for protection intermediaries since it launched four years ago. <!--summary end--></p> https://www.professionaladviser.com/news/3073090/aviva-enhances-protection-platform-advisers https://www.professionaladviser.com/news/3073090/aviva-enhances-protection-platform-advisers Mon, 25 Mar 2019 12:59:45 +0000 Cover Technology & Innovation: Keynote and programme revealed <p><!--summary start--> Text mining and machine learning expert Sophia Ananiadou is set to give the keynote speech at the Cover Technology & Innovation Forum on 3 April. <!--summary end--></p> https://www.professionaladviser.com/ https://www.professionaladviser.com/ Fri, 22 Mar 2019 12:36:09 +0000 Ex-Sesame MD sets up B2B protection distribution proposition <p><!--summary start--> Former Sesame Bankhall MD Mark Graves and Josewin, the investor behind HLP and Mortgage Support Network, have launched Auxilium Partnership a business-to-business service that tailors protection products for its partners. <!--summary end--></p> https://www.professionaladviser.com/news/3072223/-sesame-md-sets-b2b-protection-distribution-proposition https://www.professionaladviser.com/news/3072223/-sesame-md-sets-b2b-protection-distribution-proposition Thu, 7 Mar 2019 12:33:35 +0000 IRESS launches 'buy-now' term assurance option for advisers <p><!--summary start--> IRESS has launched an adviser-accessible 'buy-now' term assurance option is now available through its quote and apply sourcing engine, The Exchange, which avoids a fully underwritten process. <!--summary end--></p> https://www.professionaladviser.com/news/3071211/iress-launches-term-assurance-option-advisers https://www.professionaladviser.com/news/3071211/iress-launches-term-assurance-option-advisers Mon, 18 Feb 2019 12:52:52 +0000 ABI launches 'income gap' online calculator <p><!--summary start--> The Association of British Insurers (ABI) has unveiled an online calculator that estimates the financial entitlements of people should they miss work due to illness or injury. <!--summary end--></p> https://www.professionaladviser.com/news/3070567/abi-launches-income-gap-online-calculator https://www.professionaladviser.com/news/3070567/abi-launches-income-gap-online-calculator Wed, 6 Feb 2019 12:52:00 +0000 Anorak raises £5m to develop life insurance adviser platform <p><!--summary start--> Technology developer Anorak has secured £5m Series A funding from Kamet Ventures, the start-up studio backed by Axa, to continue to develop its life insurance advice platform. <!--summary end--></p> https://www.professionaladviser.com/news/3066288/anorak-raises-gbp5m-develop-life-insurance-adviser-platform https://www.professionaladviser.com/news/3066288/anorak-raises-gbp5m-develop-life-insurance-adviser-platform Tue, 13 Nov 2018 13:16:34 +0000 FTRC opens API access to protection data for product comparison <p><!--summary start--> Financial and Technology Research Centre (FTRC) has announced it is to offer API access to its protection data to allow firms to integrate the firm's product analysis service into third-party services. <!--summary end--></p> https://www.professionaladviser.com/news/3064447/ftrc-api-access-protection-product-comparison https://www.professionaladviser.com/news/3064447/ftrc-api-access-protection-product-comparison Fri, 12 Oct 2018 11:41:59 +0000 Revealed: All the winners of the COVER Excellence Awards 2018 <p><!--summary start--> The life, protection and private medical insurance industry came out in full force to Hilton London Bankside yesterday evening for the COVER Excellence Awards 2018. <!--summary end--></p> https://www.professionaladviser.com/news/3064025/revealed-winners-cover-excellence-awards-2018 https://www.professionaladviser.com/news/3064025/revealed-winners-cover-excellence-awards-2018 Fri, 5 Oct 2018 11:48:39 +0000 UnderwriteMe overhauls questionnaire and integrates Defaqto <p><!--summary start--> Online adviser service UnderwriteMe has claimed it has reduced the sales time of its protection underwriting product by a third as a result of rewriting its questionnaire and by integrating new data analysis tools. <!--summary end--></p> https://www.professionaladviser.com/news/3062096/underwriteme-overhauls-questionnaire-integrates-defaqto https://www.professionaladviser.com/news/3062096/underwriteme-overhauls-questionnaire-integrates-defaqto Tue, 4 Sep 2018 12:32:42 +0000 Habito and AIG Life launch life insurance offering <p><!--summary start--> Online mortgage broker and fintech start-up Habito has launched a life insurance product offering, underwritten by AIG Life. <!--summary end--></p> https://www.professionaladviser.com/news/3061965/habito-aig-life-launch-life-insurance-offering https://www.professionaladviser.com/news/3061965/habito-aig-life-launch-life-insurance-offering Sun, 2 Sep 2018 07:00:00 +0000 Guardian FS introduces online self-service registration for advisers <p><!--summary start--> Guardian Financial Services is launching an online service which allows advisers to register themselves with the insurer within minutes. <!--summary end--></p> https://www.professionaladviser.com/news/3061442/guardian-fs-introduces-online-self-service-registration-advisers https://www.professionaladviser.com/news/3061442/guardian-fs-introduces-online-self-service-registration-advisers Tue, 21 Aug 2018 14:27:53 +0000 IRESS offers advisers 'seat at development table' <p><!--summary start--> The collaborative 'IRESS Labs' software programme offered by IRESS aims to give advisers and end-users a seat at the development table, the fintech provider has said. <!--summary end--></p> https://www.professionaladviser.com/news/3037183/iress-offers-advisers-seat-development-table https://www.professionaladviser.com/news/3037183/iress-offers-advisers-seat-development-table Mon, 6 Aug 2018 17:25:18 +0000 Ex-Vitality CEO launches life start-up business with AIG Life <p><!--summary start--> AIG Life has partnered with tech start-up Yulife to provide life insurance and wellbeing tools to businesses and consumers. <!--summary end--></p> https://www.professionaladviser.com/news/3034209/-vitality-ceo-launches-life-start-business-aig-life https://www.professionaladviser.com/news/3034209/-vitality-ceo-launches-life-start-business-aig-life Thu, 14 Jun 2018 12:38:00 +0000 Multi-benefit protection 'underused' despite 40% rise in sales - IRESS <p><!--summary start--> IRESS, via The Exchange, recorded 20,046 new multi-benefit protection sales in the first three months of 2018 - a 40% rise on the 14,312 recorded over the same period the previous year. <!--summary end--></p> https://www.professionaladviser.com/news/3031676/multi-benefit-protection-underused-despite-rise-sales-iress https://www.professionaladviser.com/news/3031676/multi-benefit-protection-underused-despite-rise-sales-iress Thu, 3 May 2018 12:38:00 +0000 IRESS data shows 20.5% protection sales increase <p><!--summary start--> IRESS's online comparison quote and transaction portal, The Exchange, recorded 187,933 new protection business applications in the first quarter of 2018 - a 20.5% increase on the 155,946 seen in the same period in 2017. <!--summary end--></p> https://www.professionaladviser.com/news/3030649/iress-205-protection-sales-increase https://www.professionaladviser.com/news/3030649/iress-205-protection-sales-increase Fri, 20 Apr 2018 12:53:29 +0000 Aegon UK upgrades online protection application service <p><!--summary start--> Aegon UK's online protection application process has been enhanced to provide quicker underwriting decisions, real-time estimated prices and increased access to multi-benefit discounts. <!--summary end--></p> https://www.professionaladviser.com/news/3030286/aegon-uk-upgrades-online-protection-application-service https://www.professionaladviser.com/news/3030286/aegon-uk-upgrades-online-protection-application-service Mon, 16 Apr 2018 15:56:03 +0000 Ian Mckenna: Open banking and the future of financial protection <p><!--summary start--> Some might assume open banking will not affect anyone providing life insurance advice. F&TRC's Ian Mckenna believes this could not be further from the truth <!--summary end--></p> https://www.professionaladviser.com/feature/3029880/ian-mckenna-banking-future-financial-protection https://www.professionaladviser.com/feature/3029880/ian-mckenna-banking-future-financial-protection Tue, 10 Apr 2018 10:12:00 +0000 Paul Yates: Protection's paradigm shift <p><!--summary start--> iPipeline's Paul Yates explores the rise of insuretech and the future of the protection industry <!--summary end--></p> https://www.professionaladviser.com/opinion/3027946/paul-yates-protections-paradigm-shift https://www.professionaladviser.com/opinion/3027946/paul-yates-protections-paradigm-shift Wed, 7 Mar 2018 10:02:45 +0000 Fintech start-up to launch robo-life insurance platform <p><!--summary start--> Fintech start-up Certua is to launch a robo-life insurance platform this year, aiming to re-join the protection and investment sectors following their split post-Retail Distribution Review (RDR). <!--summary end--></p> https://www.professionaladviser.com/news/3009005/fintech-start-launch-robo-life-insurance-platform https://www.professionaladviser.com/news/3009005/fintech-start-launch-robo-life-insurance-platform Wed, 26 Apr 2017 10:27:00 +0000 Everything advisers should know about Google's mobile website ranking rethink <p><!--summary start--> Google is cracking the whip on websites that aren't friendly for mobile devices. Here, Marilyn Cole details everything adviser firms need to know about the change... <!--summary end--></p> https://www.professionaladviser.com/feature/2407218/-advisers-about-googles-mobile-website-ranking-rethink https://www.professionaladviser.com/feature/2407218/-advisers-about-googles-mobile-website-ranking-rethink Wed, 6 May 2015 13:40:00 +0000 Online business set to grow - Canada Life <p><!--summary start--> Canada Life has revealed that almost half of its small scheme new business is being done online. <!--summary end--></p> https://www.professionaladviser.com/news/2142507/online-business-set-grow-canada-life https://www.professionaladviser.com/news/2142507/online-business-set-grow-canada-life Tue, 31 Jan 2012 10:41:15 +0000 Openwork unveils protection app <p><!--summary start--> Openwork has produced a protection quote application for Apple mobile devices. <!--summary end--></p> https://www.professionaladviser.com/news/2140105/openwork-unveils-protection-app https://www.professionaladviser.com/news/2140105/openwork-unveils-protection-app Thu, 19 Jan 2012 14:57:31 +0000 Overhaul outdated protection claims processes - Report <p><!--summary start--> A new report has called for radical changes to the claims process for life, critical illness and income protection plans. <!--summary end--></p> https://www.professionaladviser.com/news/2126190/overhaul-outdated-protection-claims-processes-report https://www.professionaladviser.com/news/2126190/overhaul-outdated-protection-claims-processes-report Fri, 18 Nov 2011 14:44:00 +0000 LifeQuote releases decision in principle tool <p><!--summary start--> LifeQuote has developed a decision in principle tool for the protection market to assist advisers with the process of placing difficult lives with insurers. <!--summary end--></p> https://www.professionaladviser.com/news/2117846/lifequote-releases-decision-principal-tool https://www.professionaladviser.com/news/2117846/lifequote-releases-decision-principal-tool Tue, 18 Oct 2011 10:27:00 +0000 Personal Touch unveils multi-tie protection panel <p><!--summary start--> Personal Touch has added a multi-tie protection panel to join its whole of market offering. <!--summary end--></p> https://www.professionaladviser.com/news/2116997/personal-touch-unveils-multi-tie-protection-panel https://www.professionaladviser.com/news/2116997/personal-touch-unveils-multi-tie-protection-panel Thu, 13 Oct 2011 12:14:01 +0000 Tweet dreams: Engaging social media <p><!--summary start--> Misconceptions exist about what social media actually is and how it can be used by the protection industry as a sales and marketing channel. Christopher Tuite explains <!--summary end--></p> https://www.professionaladviser.com/feature/2116705/tweet-dreams-engaging-social-media https://www.professionaladviser.com/feature/2116705/tweet-dreams-engaging-social-media Wed, 12 Oct 2011 15:30:47 +0000 Provider systems must support clients post sale - advisers <p><!--summary start--> Insurers must continue using their online systems in to post sales care to support advisers and their client relationships, an industry working group has demanded. <!--summary end--></p> https://www.professionaladviser.com/news/2114280/provider-systems-support-clients-post-sale-advisers https://www.professionaladviser.com/news/2114280/provider-systems-support-clients-post-sale-advisers Tue, 4 Oct 2011 12:42:47 +0000 Poor data usage hampers protection sector - Medicals Direct <p><!--summary start--> The insurance industry is being held back by poor data capture, substandard analysis and lack of integration between systems, Medicals Direct Group has said. <!--summary end--></p> https://www.professionaladviser.com/news/2110814/poor-usage-hampers-protection-sector-medicals-direct https://www.professionaladviser.com/news/2110814/poor-usage-hampers-protection-sector-medicals-direct Wed, 21 Sep 2011 11:05:59 +0000 LV= extends Assureweb offering <p><!--summary start--> LV= has extended its offering on Assureweb to include its full range of services. <!--summary end--></p> https://www.professionaladviser.com/news/2110333/lv-extends-assureweb-offering https://www.professionaladviser.com/news/2110333/lv-extends-assureweb-offering Tue, 20 Sep 2011 09:29:04 +0000 Protection products need 'fundamental' design and distribution shift post-RDR - Avelo <p><!--summary start--> Avelo has added its weight to those predicting protection sales will grow with IFAs increasing focus to it after the Retail Distribution Review (RDR) is introduced. <!--summary end--></p> https://www.professionaladviser.com/news/2100467/protection-products-fundamental-design-distribution-shift-post-rdr-avelo https://www.professionaladviser.com/news/2100467/protection-products-fundamental-design-distribution-shift-post-rdr-avelo Tue, 9 Aug 2011 15:11:12 +0000 Study dissects the best (and worst) financial planning tools <p><!--summary start--> A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published. <!--summary end--></p> https://www.professionaladviser.com/news/2094297/study-dissects-worst-financial-planning-tools https://www.professionaladviser.com/news/2094297/study-dissects-worst-financial-planning-tools Fri, 15 Jul 2011 11:00:00 +0000 Assureweb adds whole of life comparison service <p><!--summary start--> Assureweb has added a whole of life quotation portal to its service. <!--summary end--></p> https://www.professionaladviser.com/news/2080698/assureweb-adds-life-comparison-service https://www.professionaladviser.com/news/2080698/assureweb-adds-life-comparison-service Wed, 22 Jun 2011 09:56:43 +0000 Technology - Out of the tin can age <p><!--summary start--> Technology is generally considered a ‘good thing' in insurance, having come a long way from such primitive beginnings. But which technology, and how does it fit protection? Stuart Hayman investigates <!--summary end--></p> https://www.professionaladviser.com/feature/2070545/tin-age https://www.professionaladviser.com/feature/2070545/tin-age Fri, 13 May 2011 14:34:00 +0000