Mortgage Strategy Podcast

Money Talks: Building Protection into Everyday Planning Conversations


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In this episode of Money Talks, host interviews Gregor Sked from Royal London to unpack the FCA's Pure Protection Market review. They discuss how the review is a signal rather than an intervention, the engagement and protection gaps affecting many households, and the growing importance of consumer duty, claims outcomes, trusts and clear explanations of income protection.

Gregor offers practical advice for advisers: embed protection in everyday planning, use client stories to explain outcomes, document value and review policies regularly, and prepare for the FCA's final conclusions while continuing to focus on delivering fair value and good customer outcomes.

For practical guidance on wider technical and regulatory protection topics, visit Royal London’s Technical Central:

https://adviser.royallondon.com/technical-central/protection-guidance/ 

Money Talks

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