Response: Do advisers need greater protection guidance?

Matt Morris of LifeSearch's, Dean Mason of Masons Financial Planning and Ian Smart of Bright Grey responded to Mortgage Solutions' question: Would advisers sell more protection if further sales templates were created, like the critical illness guidelines drawn up by an industry-wide group lead by the ABI? Matt Morris, senior policy adviser at LifeSearch The critical illness scripts are a direct response to the FSA's concerns over disclosure on critical illness sales. The ABI worked with advisers, particularly LifeSearch, in drawing up a script for those with less experience in...