Insurance policies
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August 3, 2021
The Importance of Writing Individually Owned Life Policies Under Trust
In this article, we discuss replacing death in service benefits with an individually owned life assurance policy and the...
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May 9, 2017
Combined Life and Critical Illness Cover and the Use of Trusts
With a combined life policy with CIC, you need to use a special type of trust to ensure that...
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April 22, 2012
Qualifying policies offer a tax-free home for extra cash
Qualifying insurance policies were once a popular tax-saving tool, but are they still worth recommending to clients? These investments...
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August 24, 2011
Financial jargon puts customers off buying insurance
Customers are put off buying insurance because they find financial jargon too confusing, according to new research. Insurance documents...
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May 9, 2011
Insurance brokers must up their game to compete with aggregators
Online comparison sites are the biggest business threat to insurance brokers – and brokers need to provide excellent customer...
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March 14, 2011
The impact of the gender ruling 2012
Financial services firms had to overhaul pricing of insurance, annuities and health cover following the European Court of Justice...
