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Protection

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Protection

Joint life or two single plans? That is the question!

When deciding whether to offer a joint life plan or two single life plans to a couple, it is important to consider the dynamics of each family, writes Vitality tax and trust expert Kim Jarvis

by Kim Jarvis
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Member stories

Annette's Story: "I saw it as a chance to kickstart a new me"

After following the advice of her financial adviser and buying into the Vitality Programme, Annette has lost three-and-a-half stone and run numerous 5Ks. She hasn’t looked back since

Rob Harvey
by Rob Harvey
nick-telfer-actual-value-not-added-value
Your Industry

Nick Telfer: Clients need actual value - not 'added value'

To really deliver value, protection should offer more than just additional services near – or at the point of – claim, writes Vitality’s Nick Telfer

Nick Telfer
by Nick Telfer
person-opening-a-present
Protection

Make sure your client and their loved one gets the perfect gift

Choosing the right type of plan is vital in ensuring any inheritance tax liability is covered when a client makes a gift to another, but this can be confusing for financial advisers. Using two case studies, Vitality tax expert Kim Jarvis explains how it should be done.

by Kim Jarvis
why-not-serious-illness-cover
Technical Focus

Nick Telfer: Why not Serious Illness Cover?

Considering its unique coverage for a number of common conditions, shouldn’t advisers feel compelled to justify why they haven’t recommended Serious Illness Cover, rather than why they have?

Nick Telfer
by Nick Telfer
a-financial-adviser-showing-aclient-paperwork
Protection

The importance of trusts when protecting your client and their loved ones

The pandemic is driving demand for better quality protection advice so writing business into trust is more vital now than ever before, writes Vitality tax and trust expert Kim Jarvis.

by Kim Jarvis
financial-advisers-add-value-income-protection
Your Industry

Five ways financial advisers add value: Income Protection

Director of Drewberry, Tom Conner, reveals some key reasons why financial advisers are so important in highlighting the need for income protection and communicating its value to clients

Rob Harvey
by Rob Harvey
andy-philo-multi-benefit-insurance
Technical Focus

Andy Philo: What are the benefits of Multi-Benefit?

Insights Hub quizzes Vitality director of strategic partnerships Andy Philo about recent enhancements to our Multi-Benefit offering and how they will benefit advisers

Vitality’s Director of Strategic Partnerships
by Andy Philo
alan-knowles-sic-case-study
Member stories

'I was able to tell my client she could claim almost £10,000 unexpectedly'

Cura managing director Alan Knowles was recently able to tell his client she could claim for Rheumatoid Arthritis under her Serious Illness Cover plan through Vitality. Based on diagnosis alone, she would not have got a pay-out anywhere else. Rob Harvey, Adviser Editor at Vitality, finds out more

Rob Harvey
by Rob Harvey
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Recent articles

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Five things you need to know about the Vitality Programme launch

Hot on the heels of the latest Vitality Programme launch, Justin Garbutt, Director of IFA Distribution, shares his key takeaways for advisers

Justin Garbutt headshot
by Justin Garbutt
four-simple-steps-comprehensive-mortgage-protection

Four simple steps to comprehensive mortgage protection advice

With homeowners continuing to feel the pinch against a challenging economic backdrop, Justin Garbutt, Director of IFA Distribution at Vitality, gives his tips to offering the most comprehensive mortgage advice possible

Justin Garbutt headshot
by Justin Garbutt
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Dr Rishi Patel: ‘A joined-up approach to cancer screening is the answer’

Vitality’s Clinical Operations Director explains the critical role that cancer screening can play in early detection and improved treatment outcomes, and why joined-up care pathways are key

Headshot photo_Rishi Patel (1)
by Dr Rishi Patel