News bulletin – Louise Colley shares Zurich perspective on Consumer Duty Right across the retail financial services industry, it seems we’ve been living and breathing the Consumer Duty since its announcement last summer. With the next deadline for the regulation now imminent, I’m confident that we are all geared up for it. We’ve been busy […]
Louise Colley shares Zurich perspective on Consumer Duty Read More »
Paymentshield’s optimised Home Insurance quote journey is already making a huge difference to those advisers who have used it so far. Allowing for speedier quotations and improved conversion. Old journey switch off Due to this success, we’ll be removing the option to complete a quote using the old Home Insurance quote journey from 30 June
Paymentshield Out with the Old, In with the New (Quote System) Read More »
Did you know that Childrens Critical Illness Cover was the 5th most commonly claimed on element of our policy?* Staggering isn’t it? That’s why we made our Childrens CI completely standard on our policies. There’s no need to upgrade or add it as a bolt on, it’s built in from the start. Even if your
Consumers value financial advice more this year, new YouGov survey shows A new Paymentshield YouGov survey, conducted with 2139 UK adults, has found those aged 25-34 (typically first-time buyers) are the most likely to seek financial advice this year. This cohort is also the most concerned about finances generally, with 45% saying finances are currently
Paymentshield: Consumers Value Financial Advice More This Year Read More »
This week as part of our underwriting focus here at Zurich we look at understanding why underwriters ask certain questions and the likely outcomes for applicants can empower advisers looking to put in place a strong financial safety net for their clients. Laura Stemp, development underwriter at Zurich, talks about how we approach drug use
Zurich: Why it’s important to be honest about drug usage Read More »
HOW TO MAKE THE MOST OUT OF 2023 Recently, home purchases have fallen to their lowest level since 2020. However, there are plenty of opportunities and adding GI into your sales process, you can not only generate positive outcomes for both your clients and your business. Here’s how Paymentshield can help you make the most
Paymentshield – Making the most out of 2023 Read More »
Looking to free up your time and earn commission? Now you can with Stonebridge Protect Referrals We are happy to announce that as of today members can refer to Stonebridge Protect Why Stonebridge Protect Stonebridge Protect works with mortgage advisers, lenders and other financial services professionals throughout the UK to ensure that their clients are
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GENUS – NEW PROTECTION PANEL GOES LIVE TODAY As per our previous announcement all Connect Adviser Protection Agencies The Genus Panel today 2nd August. THE GENUS PANEL PROVIDERS This is exciting news as we will now have Vitality on the panel with commission levels in line with the other providers. Commission levels for all providers
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As a valued Connect member we wrote to you on 14th March to share the exciting news that Mortgage & Surveying Services (MSS) would be acquiring a significant stake in Connect IFA Ltd. We are delighted to announce that this has now been completed. MSS is a services group with interests in surveying, valuations, mortgage
ANNOUNCEMENT – NEW PROTECTION PANEL EFFECTIVE 2nd AUGUST Read More »
Did you know that 96% of clients who tell us about a mental illness are covered? Out of those clients, 87% have been accepted for standard rate life cover.* Find out more key facts in our key underwriting facts guide.
Did you know 96% of clients who tell us about a mental illness are covered? Read More »
