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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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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.
17/10/2023
Beth’s story – health insurance
After finding a lump in her breast, Beth, a project manager and busy mum of two, went to her local GP surgery to get checked over.
13/01/2023
Income protection case study - Marc's story
As a self-employed builder and the main earner, being unable to work was financially challenging. Thankfully for Marc, in 2013 his financial adviser, Adam Kaplan of Pendragon Protect, recommended he purchase income protection. Here is Marc’s story.
