Friends Life is launching of a suite of online tools for advisers to assist them in advising clients on long term care solutions, particularly those receiving or about to receive care.
The tools have been designed so customers receive tailored advice to suit their individual needs and comprise a Shortfall Calculator and an Investment Comparison tool to assist advisers in providing clear...
Adviser adoption of technology is changing
Illustrations and acceptance terms to be sent electronically
Well-known for roles at Miton and Coram
Is consulting on guidance on correct de-authorisation process
Spent 30 years in the business