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Partner Insight: Unlocking protection opportunities – advising high net worth clients

Partner Insight: Unlocking protection opportunities – advising high net worth clients
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Unlocking opportunities and navigating challenges: advising high net worth clients on protection

Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances in advising high net worth clients. Protection is a cornerstone of financial planning, offering peace of mind to individuals and their loved ones. As an industry we understand its importance, but discussing protection with high net worth

City ofUnited kingdomSpecialist protectionRoyal londonRelevant lifeUnderwrite later

Money Marketing Weekly Wrap-Up – 08 Apr to 12 Apr

Explore the latest top stories from Money Marketing! This week's highlights feature topics such as the dominance of the six largest advised platforms in capturing 60% of new business, and HMRC's recommendation to delay taking benefits amid the Lifetime Allowance abolition. Delve deeper into these stories below: Six

City ofUnited kingdomDan cooperKleinwort hambrosAndrew tullyDavid attenboroughJasper berensEd dymottGillian schweppeDavid lockhartQuilter cheviot internationalLifetime allowanceLang catPlatform nationConsumer dutyCanada life

Royal London changes underwriting limits for high-net-worth clients

Mutual insurer Royal London has introduced changes to its underwriting limits for high-net-worth clients. The firm said the changes, available from today (8 April), focus on enhancing the underwriting journey for advisers and their clients. They include the mutual’s Life Cover (single and joint life first), Life

City ofUnited kingdomCraig patersonMark prestonRoyal londonLife coverRelevant lifeAegon united kingdomJoint life first deathJoint life second death

We bought two flats in Kew but our boys want to live in Hackney – what do we do?

Lee Shortt thought she and her husband were doing the right thing when they bought two flats five years ago near the family home in Kew for their sons.

City ofUnited kingdomNick mendesLee shorttJohn charcolJason mcguiganNational savingsWest oneMortgage worksRelevant lifeMortgage providerLee shorttS shorttNational savings account