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Protection

Partner Insight: Leveraging AI to Revolutionise compliance and Conduct File Checks

Technology

Partner Insight: Leveraging AI to Revolutionise compliance and Conduct File Checks

Robert Jones, head of business development at BAT Software discusses overcoming data compliance concerns with industry-specific AI tools

clock 21 August 2024 • 3 min read
We need to talk about PMI: 'Industry could be bolder'

Protection

We need to talk about PMI: 'Industry could be bolder'

'Our health is just about the most important thing there is'

clock 15 August 2024 • 4 min read
Having a moment: Why the protection market is about to change

Protection

Having a moment: Why the protection market is about to change

'There are plenty of opportunities for future growth and excellence'

clock 17 July 2024 • 4 min read
Consumer Duty: One year on and the protection factor

Protection

Consumer Duty: One year on and the protection factor

Increase in the recruitment of protection experts at many firms

clock 09 July 2024 • 3 min read
Phoenix Group looks to sell protection operation Sun Life

Protection

Phoenix Group looks to sell protection operation Sun Life

Phoenix Group is exploring a potential sale of its protection business Sun Life.

clock 26 June 2024 • 1 min read
Misrepresentation to advisers rife in declined protection claims

Protection

Misrepresentation to advisers rife in declined protection claims

Majority of declined claims in 2023 were due to misrepresentation

clock 19 June 2024 • 2 min read
Timeline has the most innovative technology, industry says

Technology

Timeline has the most innovative technology, industry says

Advisers, business owners and paraplanners share their thoughts

clock 17 June 2024 • 1 min read
New industry group launches with aim to reform LoA processes

Technology

New industry group launches with aim to reform LoA processes

Group formed by pensions technology specialist The Pensions Lab

clock 14 June 2024 • 2 min read
Intelliflo to roll advice firms onto Wealthlink offering from August

Technology

Intelliflo to roll advice firms onto Wealthlink offering from August

‘This is now about the evolution to a full advice solution’

clock 04 June 2024 • 1 min read
Advised protection sales predicted to grow this year

Protection

Advised protection sales predicted to grow this year

'Growing sense that protection advice is changing for the better'

clock 04 June 2024 • 2 min read
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