Resources and education

Challenges, opportunities, regulation and policy. Protection Insights report from PDG powered by Space.

app.ciexpert.uk

A guide identifying the main areas that should be considered if an adviser wants to introduce or refer a client for protection business. Produced by PDG members.

Guide to help advisers understand some of the potential issues surrounding IP claims related to stress and mental health. Produced by PDG members.

As a result of the cost-of-living pressures, many clients may consider cancelling their protection policies due to financial worries. Advisers are well placed to discuss with their clients the importance of keeping cover in force, and these guides are designed to highlight the options available, with a detailed version for advisers and a simpler one aimed at consumers.

There are many reasons why, as an insurance-related business, you might want to talk about insurance and suicide on your website or in other materials. This guidance has been drafted following a review of existing materials from a variety of insurance-related sources and attempts to embody the good practice seen as well as to improve some of the existing approaches.

The independent specialist IP hub for consumers and advisers.