A client who owns a four-man window fitting company has asked me to organise business protection for him. This is not an area I'm familiar with, so as a complete beginner how do I go about evaluating the amount I should be protecting him for?
I would like to farm out as little of this as possible in the hope of doing future business. With such a small company should I look at protecting all the employees in this way? Peter Chadborn, Plan...
'Rely on plan B'
Tom Baigrie, the chief executive of protection broker LifeSearch, has hit out at product providers for pretending to "police" advisers' relationships with their customers, a practice he dubbed "institutional petty theft".
Scottish Widows is considering re-entering the IFA protection market, possibly in 2014.
Lifesearch has applauded Legal & General's use of subject access requests (SARs) to obtain extra medical data and said it is seeing positive results for clients.
Having it all (or most of it)
Clients are like family
'Regulatory failures' during FCA tenure