Some 90% of protection advisers agree that client retention is a key focus for their businesses with just under a quarter (23%) citing it as "their biggest business challenge."
The research conducted by Legal & General found that nearly half of advisers (47%) would like an easier and faster application process to boost client retention. A further 35% of advisers said they...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation