Insurer Offers Free Online Wills for New Customers
Fidelity Life's new offering of free access to an online will service for new life insurance customers drew strong reader...
TAP Develops ‘Open Partner’ Offer
The Adviser Platform says it's evolving itself beyond traditional group structures to become "an open partner for the entire financial advice ecosystem".
The company says...
Ombudsman Service Sees Major Increase in Financial Disputes
There was strong reader interest this week in FSCL reporting a spike in the number of financial disputes in the first half...
Changes Needed to Capture the Next Generation of Clients
The World Life Insurance Report 2026, released by the Capgemini Research Institute and LIMRA, highlights both an opportunity and a challenge for financial advisers.
Among...
Quotemonster Roadshow to Visit 15 Cities and Towns
There was plenty of reader interest this week in our reporting of Quotemonster’s roadshow for advisers which will visit 15...
Ombudsman Receives More Than 86,000 Cases in 30 Years
The Insurance & Financial Services Ombudsman Scheme has received more than 86,000 cases over the 30 years since it launched in 1995.
In marking its...
Advisers Becoming More Proactive in Clients’ Estate Planning
The financial advice profession is becoming increasingly proactive in helping clients with estate planning issues such as wills but it’s been a journey to...
Update on Fidelity Life Adviser Initiatives
An update on Fidelity Life's adviser initiatives over the past year ahead of its 2025 Engage events in October attracted much reader interest...
Financial Ombudsman Service Rated Accessible and Fair
An independent review report has found that a financial ombudsman service, Financial Services Complaints Limited, is delivering fair, accessible, and effective dispute resolution for...