Octagon Wealth Management
Group protection and health
'Truly making a difference'
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?
PruProtect has said it is "bullish" about the future for the protection market and that it is aiming to be a major player in the UK market.
Protection is seen as a key growth area by IFAs with almost two thirds optimistic about increasing business in the sector this year.
Insurance company websites are not meeting even the most basic customer experience standards according to a recent survey.
With less than a year before the ECJ ruling on gender discrimination comes into effect, there is still confusion as to how insurers should respond, according to specialists.
Employers are increasingly looking for a employee benefits provider offering an easy to use service for employees.
The number of staff taking time off due to job stress has increased by 25% and total time off due to psychological problems by more than a third, research has found.
LV= has launched a free online tool to help advisers write new and existing life policies in trust from any provider.
British consumers feel the insurance industry lags behind others in how it addresses their needs and have given their strongest hint that greater simplicity would be welcomed.
Old traditions such as Sunday dinner and playing board games are still at the heart of family life, according to research from Aviva.
Aviva has launched an adviser-facing awareness campaign to help IFAs emotionally engage with clients and their families while approaching the subject of protection.
Critical illness (CI) and mortgage payment protection insurance (MPPI) are among the most complicated financial products for consumers to understand, the ABI has found.
Britons are losing sleep over their future health but many have not prioritised protecting themselves against the financial effects of illness, new research has found.
Sex is the only subject more taboo than finances for UK families as many find the conversations too awkward and uncomfortable, a new report has revealed.
The need for a greater degree of product flexibility has been highlighted by research from The Syndicate.
The protection industry needs a "kick up the bum" and a "spark of passion" injected into it if it is to address the needs of modern consumers, the Protection Review has said.
Welsh broker Moorlife has secured a contract with web site for mothers to be Emma's Diary, providing protection products to its 650,000 members.
The increased use of integrated technology systems and social media will be vital to the development of IFA businesses post RDR, Aviva has warned.
Aviva has been reprimanded over its "Downton Abbey" sponsorship idents after media regulator Ofcom decided they broke advertising rules.
Almost two-thirds (63%) of small, family-run businesses would not survive the loss of a key member of staff, according to Scottish Widows.
A marked change in consumer awareness is causing consumers to take an "austere" self-assessment of protection needs, Swiss Re has said.