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Supporting business quality

Working together towards better client outcomes is good for everybody.

Updated: 31/05/2023

Everyone wins.

That includes you, us, and the industry as a whole. Better quality business ensures claims are paid, builds customer trust and helps keep pricing fair. It also improves the lives of clients – not just during a crisis but from the first moment they are covered.

Over the coming months, we will be exploring ways that you can optimise client engagement, embed best practice into your business and get the most out of Vitality – so that everyone wins.

Read the articles below.

Driving better business guide
Read our Adviser Guide

Consumer Duty

Consumer Duty: What we already know
Unpacking Consumer Duty: What is fair value?
Unpacking Consumer Duty: What do 'good client outcomes' look like?
Unpacking Consumer Duty: The Cross-Cutting Rules and how to avoid 'foreseeable harm'

Embedding adviser best practice.

Spotting vulnerable customers and getting the conversation right
How to nail disclosure and avoid client misrepresentation
Five ways to support the mental health of clients

Optimising client engagement and delivering value.

Four misconceptions about the Vitality Programme dispelled
Five ways client engagement can boost your business
Why now is the time to talk about indexation
Matthew Chapman: ‘Why I talk about rewards and benefits’
Roy Allaway: ‘Clients buy into it and get really involved’

The benefits of trusts for you and your clients.

Joint life or two single life plans? That is the question!
The importance of trusts when protecting your client
How to make sure your client’s loved one gets the perfect gift 
‘Families are complicated’: Three ways trusts can help

Agents of Change.

Our video series explores the ways that financial advisers are bringing shared value to clients and how they are also benefiting as a result.

Part One

Part One

In part one, we ask: Can financial advisers encourage their clients to make positive lifestyle choices?

Watch video

Part Two

Part Two

In part two, we ask: Why is it so important to talk about the additional value that rewards and benefits can bring?

Watch video

Part Three

Part Three

In part three, we ask: How can advisers bring their own experiences into conversations with clients?

Watch video

Part Four

Part Four

In part four, we ask: What sort of clients can benefit most from a rewards and benefits programme?

Watch video

Part Five

Part Five

In our final video, we ask some top protection advisers about how they explain the unique benefits of Vitality’s Shared Value Insurance model to their clients

Watch video

Where to next?

  • Vitality Academy

    Vitality Academy

    Stay up-to-date with Vitality Products, industry knowledge and trends impacting your and your clients. Our convenient digital learning offers easy mobile access and you can also claim CPD by completing courses.

    Learn more and earn CPD

  • Speaker Series

    Speaker Series

    Our monthly Speaker Series webinar examines the most topical and thought-provoking issues affecting us today, through a lens that explores exactly what they might mean for financial advisers.

    Register now

  • Insights Hub

    Insights Hub

    Visit our Insights Hub for articles, blogs, videos, podcasts and infographics which cover original research and industry debate on the most inspiring subjects.

    Discover more insights