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Featured Insights
31/03/2023
Why client centricity will matter more than ever in 2023
As we begin 2023, people in the UK are facing perhaps the most challenging outlook on their lives and livelihoods for 15 years. The aftermath of last year’s economic turbulence has left many facing financial challenges, while a looming recession means further uncertainty is likely in the year ahead. This article explores why customer centricity is even more relevant.
03/04/2023
The new relationship between protection and mortgage advice
For many UK workers, recent months can be summed up in one word – challenging. The final quarter of 2022 was marked by inflation increases, rising interest rates, political turmoil, and a drop in mortgage approvals. In this article Steve Bryan looks at the new relationship between protection and mortgage advice.
More Insights
13/01/2023
Income protection case study - Marc's story
As a self-employed builder and the main earner, being unable to work was financially challenging. Thankfully for Marc, in 2013 his financial adviser, Adam Kaplan of Pendragon Protect, recommended he purchase income protection. Here is Marc’s story.
13/01/2023
Income protection case study - Adam Kaplan, Pendragon Protect
Further to our recent member case study, Marc's story, we caught up with Marc's financial advisor, Adam Kaplan.
02/11/2022
Income Protection Awareness Week 2022
Last month saw the launch of another successful Income Protection Awareness Week where we shared our pledge with the industry. In this short video Isobel Langton, our Chief Executive, shares our commitments for the year ahead.
04/08/2022
Watch our income risk calculator animation
We want to support you when it comes to your client conversations and giving income protection more airtime. That’s why we created our income risk calculator. Watch our animation to see how you can put income protection centre stage in your conversations.
17/06/2022
Why Income Protection should not fall victim to rising household costs
In his latest insight, Steve Bryan looks at why income protection should not fall victim to rising household costs. This article was originally published in FTAdviser on 31/05/2022.
06/05/2022
The Remortgage market – a growing opportunity
Your clients will have spent a long time getting their home just the way they want it, but how many of them have thought about how they would keep up their mortgage repayments if they were too ill to work?
