Access to Insurance

30th May 2018

At a recent Insuring Women’s Futures Programme meeting, one of the speakers quoted the CII Charter and shared what for me is a key objective for all insurance professionals and especially financial protection specialists, which is “to secure and justify the confidence of consumers and employers”.

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Consumers won’t engage with protection until brokers do

16th May 2018

If the last 10 years have taught us anything it’s that, in financial services, things can and do go wrong. The hangover from the economic crisis lingers on, with stagnant wages and job insecurity the reality for many people. Yet despite this it seems consumers still haven’t learnt the value of protection.

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Why it’s important to review our routines

4th May 2018

The value of advice was truly brought home to me recently when I was in a meeting with an adviser who took an unexpected call from a client. It transpired that the client had just been diagnosed with multiple sclerosis. Married and in their thirties, the client wanted to know if they had protection cover in place to help them?

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Are we all creatures of habit?

3rd May 2018

Peter Le Beau wrote in his final protection column for Mortgage Introducer that ‘Protection insurance isn’t perfect but it is incredibly important and one that almost every family in the UK needs.’

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Don’t let house purchase falls affect protection advice

2nd May 2018

Mortgage lending growth this year is expected to be driven by a continuing rise in remortgaging, which is seemingly replacing a steady decline in house purchase approvals. We’ve also seen a huge increase in product transfer business conducted through intermediaries in the last quarter of 2017, and which is continuing into 2018.

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Sign the charter

Challenge yourself for a period of 21 days from 4th – 24th June, to provide a protection and general insurance quote to every mortgage customer.

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Last updated: 18/06/18 – 09:17

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We’ll donate £5 to the British Heart Foundation for every adviser that signs the #RewireRoutines Charter*.
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