Angela Davidson discusses added-value services in the protection space and urges advisers to extoll their virtues to cleints
I've heard many advisers wax lyrical about added value services, and quite rightly so in my opinion, but I know of others that shy away from discussing them. Some advisers say they don't have time to...
Completes legal process
PI insurance revoked amid market ‘nervousness’
‘A great outcome’
‘Either write it or refer it. Do not ignore it’
Sentenced to two years in prison
Reasons to be optimistic in 2021
The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
131 firms have authorisations revoked