Gain insights into topical issues through our wide range of CPD-accredited publications.
Protection service review 2017
Advisers who completed our annual protection survey told us that ‘underwriting services’ and ‘claims handling’ were most important areas of service, but providers are not meeting their expectations. However it is recognised that much intermediated protection business is rate driven and not necessarily related to the service received.
A guide to business protection 2016
The latest business protection guide from Defaqto gathers together in one place all the information an adviser would need as we look again at the business protection market.
A review of protection service 2016
The latest in a series of annual service reviews, the protection service review, looks at the issues that are important to advisers operating in the individual protection market and measures how their preferred providers are performing against those key indicators.
Relevant life – case study
This case study is an independent CPD-accredited resource for advisers that sets out the opportunities relevant life has to offer and illustrates through a series of case study scenarios just how relevant life can be used in a variety of circumstances to better serve clients.
Whole of Life Assurance - Case Study
Our new case study on whole of life assurance will help advisers capitalise on new opportunities in this sector by explaining the benefits and uses of this type of protection and identifying the distinguishing features of particular products.