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News
Why retirement planning is more complex than ever
3+ day, 10+ hour ago (321+ words) There was a time when retirement planning felt relatively straightforward. Clients spent decades building their pension pot before exchanging it for a predictable income through an annuity. Retirement itself was often shorter, markets behaved differently, and the adviser’s role was…...
What impact does the state of the NHS have on IP insurers?
3+ day, 9+ hour ago (908+ words) While the industry is investing much effort into closing the protection gap in the UK, the reality is even when convinced of the value of products such as income protection, consumers rarely wish to have to claim on such policies....
The Exeter: private healthcare costs highlight the role of protection in financial stability
1+ week, 5+ day ago (670+ words) UK health and life insurer The Exeter has released new data from its Consumer Health and Finance Tracker, showing that almost one in five (19%) UK adults have used a credit card or personal loan to fund private healthcare. The data…...
As serious illness concerns rise, advisers face growing complexity in protection needs | Vitality
2+ mon, 3+ week ago (546+ words) New research from Vitality shows that while concern about being diagnosed with a serious illness is high, many people remain uninsured. Even among those with protection in place, there is often uncertainty about how critical illness products are designed to…...
Tesco and Aviva target UK protection gap with new critical illness proposition
2+ mon, 4+ week ago (516+ words) Tesco Insurance, Money Services, and Aviva have expanded their protection partnership with the launch of a new critical illness product, marking a further push into mainstream protection distribution and widening access to cover for UK clients. Available now after launching…...
OMS completes full API integration with UTB across its residential mortgage range
4+ mon, 1+ day ago (390+ words) This marks the latest in a growing number of strategic technology partnerships between OMS and both specialist and mainstream lenders. The new API integration enables OMS users to seamlessly access UTB’s first charge residential mortgage products without rekeying data, helping…...
The power of cover upgrades: demonstrating real benefits for existing clients
11+ mon, 2+ week ago (595+ words) Written by Jo Penrose, Head of Proposition, at Guardian Treating existing customers fairly can sometimes feel like something companies pay lip service to, rather than taking action. I think most people will agree it can be annoying when you’ve been…...