Adviser Insight: CIExpert, Alan Lakey talks Protection, Critical Illness, regulation, ‘dodgy distributors’ and the technology landscape
Certified Content. A 30 minute watch.
In this edition of Adviser Insight, Alan Lakey, director at Highclere Financial Services and CIExpert speaks out on the “buck-passing” seen between the regulator, the Ombudsman and the Treasury, is waiting to see the FCA clamp down on “dodgy distributors” and makes a plea to all mortgage, pension and investment advisers to either consider speaking to their clients about protection, or signpost them to a specialist, which he says would create a “seismic shift” and draw more advisers into the industry to meet demand.
I love the [banks, building societies and comparison sites] because it introduces more people to protection. Then when I meet them, I can show them how to do it properly.
#protection #signposting #criticalillness
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Views on what’s going to make a difference in the months and years to come.
Clive Waller, Research Consultancy
Distribution is changing. Move with the times or be left behind!
Simon Weldon, Adviser
There are numerous issues facing the industry and by sharing ideas (not business sensitive) we can promote best practice and improve the standing of our industry and profession.