Aegon has named its support services package 'Policy Plus' following research revealing more than half of advisers (56%) feel value-added services make clients more receptive to protection.
The High Net Worth & Business Protection report, which drew upon a sample of 100 advisers in the UK, also found that the most valued additional support services are medical and counselling/wellbeing...
Group protection and health
Thursday 10 October, The Brewery, London
50th anniversary of moon landing
‘Talk to 10,000’
CFP Nathan Bater speaks to PA
It's The Pro Adviser Podcast
Morningstar sees 'building investor interest' in ESG space in January data
Don't rule anything out
Cautious, Moderately Aggressive and Aggressive portfolios