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Over the past year, we’ve made a number of service improvements. Our aim is to continuously enhance your day-to-day. These updates are part of our ongoing commitment to evolve our protection proposition to support you and your clients.
Large case support
"We’ve strengthened and expanded our expertise in this space.
Our large case underwriting team, made up of specialist underwriters and experienced case managers, has grown to allow us to provide even greater support. While our Specialist Protection team offers expert guidance, training, and access to tax and trust support.
This investment reflects our ongoing commitment to helping you meet the increasingly complex needs of your clients."
Jon Fuller, Protection Distribution Director
When dealing with large protection cases, we offer expert support and guidance. With a dedicated team of experts on your side, you can focus on what matters most – your clients.
Joint Life Second Death (JLSD)
Given the recent proposed changes to Inheritance Tax (IHT), our JLSD Term insurance offers a cost-effective solution compared to Whole of Life Cover. It's designed for your clients with high IHT liabilities who plan to implement a mitigation strategy.
Adviser dashboard updates
A new ‘Plans’ tab is now available, helping you manage in-progress client plans more efficiently. This update streamlines key tasks for support teams, making it easier to stay on top of existing plans while continuing to grow new business.
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