Expert insight, analysis and commentary across the entire protection industry.
by ProtectionReview 28/01/16
When an industry is undergoing dramatic and fundamental changes, it isn’t always obvious for those caught up in the middle of things. However that definitely isn’t the case when it comes to robo-advice. The ‘machines’ have been hogging the headlines in the trade press for many months now, though it is probably fair to say that most of the debate and most of the attention has been focused on pensions and investments and particularly on helping people make the correct decisions about their pension income. In other words, protection has been a little overlooked. So does this mean the robots…
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by ProtectionReview 20/01/16
Advisers regularly ask me…How do I raise protection need with not just my new but also my existing clients?, what support material can I use?...Whilst the Government’s welfare reform agenda has thus far not featured too highly on intermediaries’ agenda for discussion with clients, the changes to Support for Mortgage Interest (SMI) benefit give reason to have a mortgage resilience and appropriate financial resilience discussion with all mortgage clients both old and new. Plus, the education material from the Seven Families project www.7families.co.uk can bring need to life as a number of the families featured discuss the mortgage issues and…
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by ProtectionReview 11/01/16 Press Releases
Press release 12 October 2015 Protection Review appoints Roger Edwards as Marketing Director Protection Review, the independent protection consultancy established in 2003 by Co-chairmen Peter Le Beau and Andy Couchman, has appointed Roger Edwards as Marketing Director. Roger has vast industry experience and previous roles include Managing Director of Bright Grey and Scottish Provident. His appointment brings the Protection Review team up to six people, which also includes Kevin Carr, Jo Miller and Frances Delhoy and there will be no changes to these existing roles. Protection Review CEO, Kevin Carr said: “Roger brings a wealth of experience, ideas and energy.…
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by ProtectionReview 11/01/16 5QI
What was the first record you can remember buying? Single: Ernie - Benny Hill - I was aged 9 at the time LP: Hotel California by Eagles - a more mature 14 year old! What is your biggest pet hate about the world of financial services? Santayana wrote (in the Life of Reason) “those who cannot remember the past are condemned to repeat it” - I think in this industry we all too frequently demonstrate a failure to learn from history. Very frustrating. What is your favourite film, and why? For sheer entertainment value - without question - Raiders of…
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by ProtectionReview 15/12/15
I went to a conference this week where the theme was the benefits of early intervention and pro-active claims management. Several of the speakers identified what is called the ‘protection gap’, the number of people that have no life or sickness insurance or who are relying on the cover their employers provide. This was a truly inspirational conference where all of the speakers cared passionately about the good our industry can do. Data was produced to evidence the value of early intervention, and case studies were shown which pointed out not just the financial necessity of sickness cover, but also…
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