Later Life Planning Update – August 2017

Later Life Planning Update – August 2017

Welcome to our latest update dedicated to the topic of later life planning.

We will seek to arm you with all the tools and knowledge you will need to satisfy all of your clients’ financial needs as they approach retirement.

Please take the time to read through the update as there may be some information that is important to you.

SimplyHealth: Complete the survey on your experience with Simplyhealth

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

Have your say We would like to hear your views on our current products and services so that we can better understand your needs and bring new and improved services to market. The survey [...]

Launching The Bupa Academy for Health and Wellbeing

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

Helping you and your customers stay well In this edition we are excited to share with you our recent developments as we uncover The Bupa Academy for Health and Wellbeing and our new Guided [...]

Westfield Health: Free employee wellbeing resources: join our webinar and access our factsheets

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

Hello, Last week we shared with you the findings from our latest research: the future of work. As each industry has had to adapt to its own challenges, employees have experienced the pandemic differently [...]

The WPA Health app – making it easy for your clients to claim

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

Did you know... All your WPA clients have access to the WPA Health app, which provides them with 24/7 easy access to a range of features and control in the palm of a hand? [...]

How to Support LGBTQ+ Employees this Pride Month

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

With work being the place where we spend most of our days, ensuring a safe and inclusive environment is the basic foundation for workplace wellbeing. Employees who feel they cannot disclose their true identity [...]

Aviva: An important update : Our Covid Pledge

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

An update on claims, service and our COVID-19 Pledge We’re moving out of lockdown and, we hope, more settled times for providers of health care and – crucially – the people who need them. [...]

VitalityHealth: Introducing our special offer

By |June 25th, 2021|Categories: 06. June, 2021, 25, PMI, Provider News|

Your clients can get the Countrywide hospital list at the same price as the Local hospital list. To further enhance the value offered to your clients, we’re introducing a special offer for new clients [...]

LTV’s of 50-60% at age 55? Hodge can help

By |August 16th, 2017|Categories: 08. August, 2017, 25, Lending into Retirement, Provider News|

Do you have clients approaching or in retirement who may be struggling to pay off their interest only mortgage? Hodge can help Often, people are put off approaching their Adviser about later [...]

AIG: Make sure your clients are covered in later life

By |August 16th, 2017|Categories: 08. August, 25, Lending into Retirement, Provider News|

In the earlier stages of a person’s life, life insurance and critical illness cover (often referred to as ‘accelerated life’) are essential for ensuring financial and family protection needs. However, once the mortgage is paid [...]

By |2019-03-12T10:53:10+00:00November 23rd, 2017|2017, Lending into Retirement, Provider News|0 Comments

Share This Story, Choose Your Platform!

The Right Mortgage and Protection Network

St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH

Phone: 01564 732 749

Using a Satnav? Please use postcode: B93 0NN to locate the office when visiting.

Testimonials

Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.
David Levy, Adviser
Go to Top