Intermediaries / Brokers / General

Brokers experienced 18% drop in revenue

Each passing year has brought with it changes in consumer awareness, litigation habits of the population, greater access to courts and an accelerated decline in the quality of risk management. This combination of factors invariably led to an increase in claims frequency and severity, said Gareth Beaver, Managing Executive of SHA Risk Specialists.

Kickstart your business

The most effective tax decisions to protect your clients estate

Whether your client inherits cash, investments, or property, as their financial planner it is your responsibility to advise them of the best way to protect their estate, especially from the taxman.

Rule 19 – how it affects advisers and the industry, and are there tools to support advisers in complying?

In September 2019, Rule 19 of the Policyholder Protection Rules underwent critical changes impacting insurers and financial advisors.