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Featured Insights
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.
13/09/2023
Why is consumer behaviour so different when it comes to income protection?
In times of economic uncertainty, there is arguably no better time to protect ourselves against the unforeseen impact of illness or injury on our ability to earn a living. Yet, whilst overall sales of income protection insurance increased in 20221, they have not reached the same heights as other forms of insurance, especially considering the current increase in demand for health insurance.
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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.
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.
06/10/2023
Communication is key when addressing consumer perceptions of income protection
For financial services professionals like you and me, we understand the products we work with and know the value they bring to clients. But our research shows that there is still a lack of consumer awareness of the need for and role of protection insurance.
03/04/2023
The new relationship between protection and mortgage advice
For many UK workers, recent months can be summed up in one word – challenging. The final quarter of 2022 was marked by inflation increases, rising interest rates, political turmoil, and a drop in mortgage approvals. In this article Steve Bryan looks at the new relationship between protection and mortgage advice.
13/01/2023
Income protection case study - Adam Kaplan, Pendragon Protect
Further to our recent member case study, Marc's story, we caught up with Marc's financial advisor, Adam Kaplan.
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.
