Appointments / Industry
IPipeline agrees Plannr partnership
IPipeline has agreed a partnership with customer relationship management (CRM) software provider Plannr. The development of Plannr was funded in part by a kick-starter campaign among future users of the platform. It...
Read moreBeckett Financial Services joins Grid
Advice firm Beckett Financial Services has joined group risk industry body Grid. Lesley Delaney, operations director at Becketts, said: "We can see so many opportunities in membership of Grid, and we’re very...
Read moreHNW shifting priorities from handbags to health and legacy planning – analysis
The pandemic has focused minds on our own mortality as never before - and high net worth (HNW) individuals are no different, with behvaiour shifts becoming apparent. In terms of their own...
Read moreRoyal London expands beneficiary nomination to whole of life plans
Royal London has expanded its signature-free beneficiary nomination, an alternative to setting up a plan trust, to its whole of life plans. The feature was introduced on personal menu plans for individual...
Read moreABI updates minimum CI standards for dementia, cancer and heart attack
The Association of British Insurers (ABI) has updated its minimum standards for critical illness (CI) policies that must be adopted by all insurers offering these products. Changes have been made to how...
Read moreAviva extends cancer, mental health and pulmonary cover on CI policies
Aviva is extending the cover it offers under individual critical illness (CI) policies including cancer, dementia and mental health disorders. The insurer is understood to be the first to use the Association...
Read moreZurich launches family income benefit on life and CI products
Zurich has launched family income cover for new policies which provides a monthly income instead of a lump sum payment that is paid out for the remaining policy term. The feature is...
Read moreRamsay Health Care sale unlikely as KKR-led consortium fails to raise offer
A KKR-led consortium of financial investors' bid to buy Ramsay Health Care appears to have proven unsuccessful after it was unable to improve the terms of its offer. Last month Health &...
Read morePFS and CII reach agreement in principle over ‘recent disagreements’
The Personal Finance Society (PFS) and Chartered Insurance Institute (CII) have published a joint statement which appears to bring to an end the year-long dispute between the bodies. The organisations said they...
Read moreWhen every person counts: Reducing absence in the workplace to keep your small business growing – Bupa
In Bupa's latest workplace Health and Wellbeing Academy for small businesses Piers Linney, award winning entrepreneur and former Dragons' Den investor, was joined by a panel of experts to discuss ways...
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ABI rejects peer’s call for minimum policy standards on comparison websites
