With inflation at its highest level since March 1992 and energy prices skyrocketing, the cost of living crisis has put the need for and the value of financial advice into a whole new light.
In my latest article, I explore five ways that financial advisers can differentiate themselves at a time when many clients are watching what they spend while weighing up the best way to safeguard their money for the future.
Greg Levine,
Managing Director for Sales and Distribution.
| | The recently introduced Vitality Healthy Food menu is here to stay, which means your clients with a qualifying health or life insurance plan can continue to get 50% off any of the items within this menu in Caffè Nero stores. Terms and conditions apply. | | | |
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| Speaker Series: Spring/Summer Programme 2022 | |
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| | We’ll be joined by influential speakers, including Simon Thomas and Pater Komolafe to explore bigger picture issues and what they might mean for financial advisers. | | | |
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| Brand new reward for VitalityCar | |
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| | Last year, we expanded into the car insurance category with VitalityCar. The proposition leverages our shared value approach, incentivising and rewarding members who demonstrate positive driving behaviour. To continue to make a difference to our members, they can now get up to 25% cashback every month, based on their premium1, when they drive well. And, to celebrate our new reward, we guarantee the 25% cashback every month until 30 June 2022, when the member takes at least one trip a month2. Available to all new and existing members who have an active Vitality car insurance plan. | | | |
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