Individual Protection

Cirencester Friendly has become the eighth insurer to achieve the Protection Distributors Group (PDG) Claims Charter status this year. Earlier in the year the PDG slashed its latest Claims Charter cohort from...

Compliance processes and advice guidelines exist in various networks and firms across our industry and it’s fair to say they differ between firms. Having worked as an adviser, I appreciate how compliance...

Emergenzz Financial Services managing partner and CEO Sheun Oke is already brainstorming for her third book which will support advisers new to the industry, after launching her second title, The Book on...

Phil Willcock is to join the board of One Family Group as a non-executive director from 1 January. Willcock (pictured) was most recently CEO of AIG Life Ltd in the UK, where...

Advice technology firm, Focus Business Solutions, trading as Focus Advice Technology, has completed its management buyout (MBO) from Abrdn. The buyout was led by Dave Upton (pictured), who has been with the...

Shepherds Friendly has appointed Mark Myers as chairman. The mutual said his appointment comes as it embarks on a transformative five-year strategy ahead of its 200th anniversary celebrations in 2026. Myers, who...

Voting for the UK PMI and Protection Provider Service Ratings 2024 will close this week and we want to hear from intermediaries around the market. You can vote to recognise those UK...

The age-old protection debate has been price versus quality and it’s fair to say most of us will believe it should be quality first and price second. Having now supported the advice...

Capturing more granular data from more sources including social media and reviewing unsuccessful cases submitted to the Financial Ombudsman Service (FOS) are among a series of improvements financial services firms can make...

This discussion took place before the Financial Conduct Authority published its critical review of how insurers are managing the life claims process.   Health & Protection’s latest Individual & Business Protection Report...