Episodes
Wednesday Mar 15, 2023
Our first thoughts on the 2023 Budget
Wednesday Mar 15, 2023
Wednesday Mar 15, 2023
In our latest podcast, Clare Moffat and our technical experts share their first thoughts on the 2023 Spring budget and consider the impact this could have on you and your clients.
Tuesday Jun 14, 2022
Consumer Duty: What’s next for advisers?
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
In this podcast, our experts discuss the key findings from our Consumer Duty research. They explore the challenges advisers face to get their business ready in time and where providers can lend support.
Friday Apr 08, 2022
Tuesday Mar 08, 2022
Shaping the future of advice
Tuesday Mar 08, 2022
Tuesday Mar 08, 2022
In this podcast, we debate the key findings from our research with some industry experts and commentators. We explore the significant untapped opportunities that exist for advisers – and how our industry may need to adapt in order to reach them.
Tuesday Jun 01, 2021
Wednesday Apr 07, 2021
The impact of COVID on business and how Helping Hand can help
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
The impact of COVID on business and how Helping Hand can help Simon Halifax, Christina Rigby & Denise Baxter (Identify HR)
Thursday Mar 18, 2021
Thursday Mar 04, 2021
March 2021 Budget podcast
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Listen to our podcast on the March 2021 budget with Clare Moffat, Fiona Hanrahan and Justin Corliss
Monday Feb 01, 2021
Build value through menu - Shelley Read
Monday Feb 01, 2021
Monday Feb 01, 2021
All our Personal Menu Plans are available with just one application, one plan fee and one Direct Debit. But the benefits don’t end there - your clients get:
- Helping Hand - access to a dedicated nurse to support them (their partners and children) through illness, injury or bereavement.
- Family income benefit – the choice to receive Life Cover or Critical Illness Cover claims as an income rather than a lump sum, which could mean reduced premiums.
- Free cover –cover as soon as we’ve received their full application - so they’re protected even before their plan starts.
- A range of trusts - a choice of trusts to meet your client’s needs.
Listen to our podcast to find out more about the value of menu.
Tuesday Jan 26, 2021
Simon's story
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
The right protection can help keep a business going during tough times. We speak to a customer about his experience of making a business protection claim. Listen to find out how a Business Menu Plan could help your clients.