L&G's Richard Kateley tackles the silos that advisers need to be break down in order to offer protection more effectively
Protocols for storing electronic data, physical documents and recorded calls revealed
Keynote address from head of research (adviser services) about 'Choosing the best technology to offer protection efficiently'
Involves e-AMRA forms for clients
Previously she was business operations director for First Complete
CIC replaced by 'employee significant illness cover' to meet HMRC requirements and remove confusion
Failures in the trusts solution are damaging consumer trust in protection, writes Ruth Gilbert
Fifteenth annual awards celebrates adviser firm's 20th anniversary and its best ever financial results
Jackie Ashmore will work alongside Gemma Harle to help shape mortgage and protection proposition
Twenty years of the firm, treating customers fairly and satisfying his thirst for adrenaline