Sesame Bankhall Group enhances protection support for advisers

Sesame Bankhall Group (SBG) has published a range of new practical support guides to help advisers boost their protection business.

The guides have been developed in response to research conducted for SBG’s ‘Protection Pledge’ campaign, which highlighted challenges that are preventing advisers from writing more protection business.

SBG revealed that its new guides will focus on three key challenges facing advisers. One of these is customer communication, and the SBG offering includes a white labelled consumer guide to protection which advisers can use to outline the options to customers.

The other two areas that SBG’s guides focus on are around making recommendations, as well as underwriting, including a step-by-step guide to help advisers navigate the protection underwriting process.

Head of protection and GI propositions at SBG, Emma Thomson, said: “At a time when volatile economic conditions are increasing the pressure on consumers, protection can provide financial resilience and peace of mind.

“The onus on advisers to have these conversations will increase further through the implementation of Consumer Duty, as the FCA looks to ensure businesses are helping provide better outcomes to customers and safeguard them against foreseeable harm.

“Over 750 advisers signed-up to our campaign and pledged to have a protection conversation with every customer, so we know the appetite is there. Now that our campaign has identified the key protection challenges advisers are facing, boosting their knowledge, skills and confidence is the natural next step.”

New Leaf Distribution is one of the financial advisory firms that signed up to the Protection Pledge campaign and the firm’s managing director, Daniel Hobbs, added: “We are always looking for ways to improve our customer communications and streamline adviser processes.

“All these new guides are a welcome addition, helping us to engage our customers by presenting the options clearly and simply.”

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