Three things your clients may call you about this week ...

Contentious article in The Times

clock • 2 min read

Life policies, the state pension and choosing a wealth manager - here's our weekly heads-up of articles in the weekend newspapers that may have caught your clients' attention...

‘My life policy was £158 a month. Now I pay £1,500 This article from The Times, is a contentious one as many financial advisers have taken to social media to bemoan its accuracy and framing. It is about retired adviser Eric Marshall who bought a policy through Scottish Provident, part of the Phoenix Group, that would give him £150,000 when he dies, but claims complications have arisen over the years that make it an unfair purchase. "If I stop paying and cash in the policy, I get nothing and they get to keep all the premiums I have paid for the past 20 years," he says. "If I decide ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Most client meetings happen without one of the advised couple present

Most client meetings happen without one of the advised couple present

More than half of clients said they hold the adviser relationship in their name only

Laura Miller
clock 17 September 2026 • 2 min read
Titan Wealth to provide financial education to pro cricketers

Titan Wealth to provide financial education to pro cricketers

Professional sport comes with 'a very different financial journey'

Laura Miller
clock 16 September 2026 • 2 min read
CII New Gen group takes on young adviser shortage

CII New Gen group takes on young adviser shortage

Hollee Vivian launches initiative with adviser peers

Isabel Baxter
clock 15 September 2026 • 4 min read