Join our webinar on Tuesday 23 July to hear Martin Haggart, our Technical Pensions Manager, and Elaine Cruickshank, our Tax and Trusts Manager, discuss the various opportunities to consider with the lifetime allowance, including: how the lifetime allowance applies during lifetime under defined benefit and defined contribution schemes, and potential tax mitigation strategies; how [...]

Many homeowners in Britain are under-prepared in the event of long-term sickness, accident or ill health - with 81% of Britain’s who have a mortgage having no income protection in place1. To help you understand the opportunity, Vitality have created a short video which provides an overview of Income Protection including what it covers [...]

We created a step-by-step guide to help your clients through what they need to do when someone dies.

We have released a document that explains the things you must check before choosing your ASU policy. To download the PDF click here. These golden rules will assist you to evaluate whether you are getting all that you should from your protection policies.

The number of people opting to go self-employed has been steadily growing every year since 2001. In fact, 4.8 million people in the UK are self-employed. That’s 15% of the UK workforce.[1] But it’s misleading to talk about the self-employed as a single entity. The UK self-employed workforce spans a myriad of occupations, however, [...]

Watch our CII accredited Masterclass to learn more about the Insurance Distribution Directive (IDD) and how to prepare for the Senior Managers & Certification Regime (SM&CR). Watch now In this recorded Masterclass, our Industry Affairs Manager Johnny Timpson is joined by experts Melissa Collett from the CII, and Russell Facer from threesixty, providing you [...]

What a month June has been! There's only one place to start... our new, lightning quick system that gives Advisors the time to advise. Last month saw us launch our new Home Insurance quotation system, featuring a reduced question set that uses data that's readily available from external sources. This means we only need your client's name, [...]

As much as we wish we all were, we aren’t invincible and sadly accidents do happen. From just walking down the street and falling over to a car crash, these things do happen, and they are out of our control, because sadly we can’t predict our future. In 2018, 38% of our claims were [...]

Welcome to this week's Protection Update. Please take the time to read through the update as there may be some information that is important to you. Included in this week's update: The Exeter release their income protection update; Uinsure release updated software to help you quote faster; Vitality Life explain the benefits of income [...]