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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Distribution is changing. Move with the times or be left behind!
Simon Weldon, Adviser
I want to understand the latest ideas in the world of financial planning and the best way to do that is to listen and understand about what others are doing.
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