Mortgage Strategy Podcast

Consumer Duty Series - Getting ready for The Consumer Duty- Episode 2

The Consumer Duty applies to adviser firms of all sizes, so today we’re taking a look at how advisers can start to get ready for the changes.
Amanda Newman Smith is joined by Shelley Read, from Royal London, and Financial Adviser Robyn Allen, from Robyn Allen Solutions, to discuss the new responsibilities that advisers have to fulfil and how providers can help to support them.

Consumer Duty and Protection Series - Episode 1

In the first episode of our Consumer Duty and protection podcast series, Amanda Newman Smith is joined by Shelley Read and Gregor Sked, Intermediary Development & Technical Managers from Royal London. They take a closer look into the FCA’S new Consumer Duty - due to be published by 31 July – to discuss what the rules are expected to look like, and how the changes could affect business practices for protection advisers.

Protection & Wellbeing Series: Advised Protection Products

In this final episode, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, Gary Gavrilovic, director at City Mortgage Solutions and Adam Higgs, head of research at Protection Guru to discuss the advantages for clients in choosing to buy advised protection products rather than direct offerings.
They'll also look at why plans which include meaningful and tangible extras can also help bolster protection conversations and provide compelling reasons to recommend certain protection products and providers to your clients.
Catch up on all the episodes from the Protection & Wellbeing Series in association with Royal London.

Protection & Wellbeing Series: The value of quality Mental Health services

Editor at Money Marketing, Katey Pigden is joined by Christina Rigby, Product Owner at Royal London, and Simon Jay, CCO at Thrive: Mental Wellbeing to discuss why having access to good quality, early care mental health service is key to providing a well-rounded support package with advised protection.

Protection & Wellbeing Series: The importance of providing access to day-to-day wellbeing

In the third episode of our wellbeing series, editor, Katey Pigden at Money Marketing chats with Christina Rigby, Product Owner at Royal London, and Ian Prangley, Managing Director at TrackActiveMe, about the impact that common musculoskeletal problems can have on a person's everyday life and ability to work.
They also discuss the importance of providing access to day-to-day wellbeing and recovery support services within a protection plan. Royal London’s Helping Hand support service includes access for the plan owner to a range of online wellbeing services – among them TrackActiveMe, which can provide personal support to help improve customers' physical health.

The importance of providing support within an advised protection plan - Protection & Wellbeing Series

In the second episode of our wellbeing series, Katey Pigden, editor at Money Marketing talks to Christina Rigby, Product Owner at Royal London, and Sally Powell, General Manager, PAI Health to discuss the importance of providing support for people to look after a key area of wellbeing – physical activity and heart health - within an advised protection plan.
Royal London’s Helping Hand support service includes access for the plan owner to a range of online wellbeing services – among them PAI health. We discuss why access to early care medical services, such as PAI, can help people to understand key areas of their health. And we look at how personalised recommendations and small changes to lifestyle can help improve a person’s overall health and reduce the risks of non-communicable disease, such as heart attacks, strokes and cancer.

Protection & Wellbeing Podcast Episode 1

In the first episode of the Protection & Wellbeing Podcast, brought to you by Royal London, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, and Alex Heaton, founder and ceo at LiveSmart UK.
In this episode, they discuss:
the importance of providing access to early care, preventative, medical services in a protection plan.
Why offering tangible benefits to customers - that are linked to maintaining or improving their health and wellbeing – is a responsible step for providers to take, to help protect customers’ health and build their financial resilience.
Royal London's efforts in enhancing its Helping Hand service, which is available with all advised protection plans, to include a range of online wellbeing services to help plan owners understand how small changes in their lifestyle can help to improve their overall health, and to help stop health small issues now becoming bigger problems later on.
Listen out for the next episode of Protection & Wellbeing Podcast which is a series in association with Royal London, coming out every Monday.
 

Talking Therapy: Maintaining industry relationships in challenging times- Episode 3