Our thoughts on...

Reaping the benefits of doing what it says on the tin

We’re always delighted when a client (and friend) wins an award. So then, congratulations to Pete Chadborn at Plan Money, who was called on stage at the Health Insurance Awards to receive the ‘gong’ for Best Protection Intermediary.   Standing-up Pete received the award from that other notable comedian Tim Vine who, upon clocking the […]

Evaluating the costs in a give-them-more lose-lose conundrum

Protection insurers were on the receiving end of quite a challenge from advisers last week  – coordinated by the Financial Technology Research Centre – to dramatically extend post-sales online support. The FTRC suggests that advisers are looking for providers to add a significant number of post sales functions. It is quite a shopping list. It includes annual […]