Author: Niki Cooke

Supporting clients through significant life events and how tech can support advisers

Posted by Niki Cooke | Oct 30, 2023 | Weekly Roundups |

Last week, we emphasised the importance of providing support during life’s significant...

Posted by Niki Cooke | Oct 16, 2023 | Weekly Roundups |

On Tuesday, October 10, 2023, the world observed ‘World Mental Health Day,’ a day...

Posted by Niki Cooke | Oct 2, 2023 | Weekly Roundups |

It’s going to be a busy week for Protection Guru with a lot of exciting things happening! Tomorrow...

Posted by Niki Cooke | Sep 18, 2023 | Weekly Roundups |

Legal and General have taken a significant stride in enhancing customer convenience and efficiency...

Posted by Niki Cooke | Sep 5, 2023 | Weekly Roundups |

Just over a month ago, on July 31, 2023, the Consumer Duty was formally introduced. Marking its...