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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
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
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
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.
With a Royal London protection plan, your clients can get flexible protection, with additional benefits that they might not expect. With a wide range of protection products that can be tailored around your clients’ needs and budgets, you can trust us to take care of your clients and their families. 1) Flexible