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Featured Insights
09/12/2024
Income protection must become a cornerstone of financial planning
In 2024, the United Kingdom has undergone something of a transformation. A new government has stepped into power, inflationary pressures are easing, and mortgage rates from some providers have started to fall. But the horizon isn’t without one or two clouds.
09/01/2024
Looking to the long haul: How can the sector maintain the surge in private health insurance sales?
This year, the NHS has celebrated its 75th anniversary. But amidst the celebrations, a backdrop of record-high waiting lists and continued difficulty in accessing primary care services is leading more consumers to consider private healthcare alternatives.
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10/11/2024
Why revisiting protection conversations should be a priority for us all
Did you know that according to the Association of Mortgage Intermediaries (AMI), only one in two advisers regularly revisit their client’s protection needs?
With everything advisers need to do to protect clients and comply with Consumer Duty, revisiting existing client’s needs can sometimes fall lower down the priority list. But for those advisers who don’t have time to revisit protection conversations, they could be missing a great opportunity. Not just to ensure clients are adequately protected, but to demonstrate the value of the advice to clients.
02/07/2024
Income protection case study – Harvey’s story
Harvey, an events company owner with an active role in producing events, was in his 20s when he took out income protection insurance with The Exeter. In his early 30s he started to experience numbness in his feet but didn’t give it much thought.
24/05/2024
Added Value Services: Bridging the Awareness Gap
Added value services have become a common feature of health and protection insurance policies over the past decade. Today, policyholders can access a wide range of holistic services, from private GP helplines and physiotherapy to mental health support, helping them to manage their health and wellbeing and, with some policies, their families too.
25/04/2024
Maximising Policy Potential: Value-Added Services in Private Healthcare Insurance
Recent YouGov findings, have shown the economy (51%) and health (46%) as being the most important issues facing the country, according to UK citizens. With the economy slipping into recession and the NHS facing continued challenges, it’s no surprise that people have reason to be concerned.
12/03/2024
Are your clients missing out on valuable benefits?
Value added services are by no means a new thing in our industry but finding published data on how your clients are using these services isn’t always easy. That’s why we’re excited to launch our fourth ‘HealthWise’ report in which we share how your clients with The Exeter are using our free member health and wellbeing app, HealthWise.
21/11/2023
Unlocking the hidden value: The importance of value-added benefits
In a world where uncertainty is a constant companion, insurance cover offers a reassuring safety net for individuals and families alike, but that’s not all they offer. In our latest Health & Financial Fears research, we surveyed 2,000 UK workers and found that a surprising 40% were unaware of any additional benefits available with their policy.
