For financial advisers only

Helping your clients achieve a lifetime of financial security

If the past year has taught us anything, it's that life's unpredictable. But one thing that's remained constant is our need for financial security and peace of mind, so we can live a meaningful life both now and in the future.

In this edition of Protection Matters, we introduce our new simplified trust to suit remote working, share our latest insight into the UK's financial wellbeing, and highlight our strong claims experience for 2020.

If you’d like more information on any of these articles, please get in touch with your usual sales representative.

Simplifying trusts to help you and your clients

With only around 1 in 5 of our protection policies held in trust, many customers are missing out on the valuable benefits trusts bring. 

With the rise in remote working, we've launched a new discretionary trust that can be completed and signed electronically - without the hassle of wet signatures or having to find appropriate witnesses.

Find out more Find out more

Planning for the unexpected - it pays to be prepared

Worryingly, we've found 36% of people in the UK have no emergency savings, with a further 29% only having enough to last a month. And those with savings only have enough to last 18 weeks. 

While government support may be available, its often overestimated.

Find out how we can help you provide your clients with a financial safety net Find out how we can help you provide your clients with a financial safety net

Helping you improve your clients financial wellbeing

We found around 5 in 6 people in the UK could be taking action to improve their financial wellbeing.

Take a look at our insight into the nations financial wellbeing and use our digital flipbook with your clients to help give them tips on how they could improve their own financial wellbeing.

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The purpose of protection - supporting your clients when they need it most

During a global pandemic, the value of protection cover has never been greater. So we're proud to have maintained a strong claims experience for 2020.

Our Spotlight series includes real-life case studies that, as well as highlighting where we've helped customers, also demonstrate reasons why we've not been able to pay all the claims we've received.

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