Talking at Later Life Adviser Conference
Deal to complete in 2019
Around three-quarters of UK employees - the equivalent of 23 million people - plan to work after they reach the state pension age of 65 and nearly half (47%) will be older than 70 before they retire, research from Canada Life has suggested.
Giving clients a second chance at protection
‘Promising lead’ or ‘Back to the lab’?
'World's first lifestyle insurance business'
Partner Insight: Logic Wealth Planning's Stephen Trenholm and Greenstone Financial Planning's Catherine Greeves met in London recently to discuss the topic 'Adviser approaches to client engagement - is digital king?
'Good grounding' for GR1 qualification
Putting customers first
More than £517m
Almost 70% think premiums are too high
Calling for new advisers to join
Above industry average
One in four can expect to be affected
Targeting protection disruption
Lessons for income protection
The protection gig
20,046 new sales in Q1 2018
No easy answers
Protection should be at the core of advice
£900m paid out
To streamline adviser process
Plus extra serious illness cover for children