IFAs

Consumer Duty and Protection: The impact

Regulation

Consumer Duty and Protection: The impact

"Firms must also understand the characteristics of any consumer who experiences harm or a bad outcome"

clock 14 October 2022 • 3 min read
Tony Müdd: Principle 12 - What does it really say?

Regulation

Tony Müdd: Principle 12 - What does it really say?

“Dilution of the IFA sector cannot be in the interests of the financial sector”

clock 22 September 2022 • 6 min read
The Rising Stars of Protection: Michael Bearman

Insurer

The Rising Stars of Protection: Michael Bearman

“People need to know what fantastic services are available to them”

clock 18 August 2022 • 6 min read
Act now to formalise Consumer Duty proposition, advisers warned

Regulation

Act now to formalise Consumer Duty proposition, advisers warned

"There is work that you guys are going to have to do"

clock 29 April 2022 • 2 min read
Rose St Louis: Looking beyond the life milestone of buying a property

Individual Protection

Rose St Louis: Looking beyond the life milestone of buying a property

'Choosing the right moment to raise the subject of protection is about personalising the protection conversation'

clock 25 November 2021 • 4 min read
IFAs believe younger clients want virtual meetings and retirees prefer face-to-face

Adviser / Broking

IFAs believe younger clients want virtual meetings and retirees prefer face-to-face

204 IFAs surveyed

clock 16 August 2021 • 1 min read

Individual Protection

'Like-for-like' protection sales decline during Q2

13% fall

clock 05 August 2020 • 2 min read

Adviser / Broking

Protection advisers 'expect' market growth

14% increase by 2022

clock 13 May 2020 • 2 min read

Technology

Guardian FS rolls out Protection Builder as part of launch

New entrant's life and critical illness products now available

clock 31 August 2018 • 2 min read

Cashplans

Golden Charter calls for statutory regulation of funeral plans

HM Treasury calling for evidence regarding pre-paid funeral plan market regulation and potential for customer detriment

clock 02 August 2018 • 2 min read
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