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. ...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions