Not a Member?

To find out how joining SimplyBiz will give you more control without restrictions contact a member of our team on 01484 439100, or email us at: enquiries@simplybiz.co.uk

Protection Matters – February 2025
0 seconds of 0 secondsVolume 90%
Press shift question mark to access a list of keyboard shortcuts
Next Up
For those advisers who provide pension transfer advice. Join our Head of Advice Quality Shirley Owen and our Director of Regulatory Consultancy and Advice Quality Jennifer Peaty for an informative session that will offer a refresher on FCA guidance and highlight best practice for constructing pension transfer cases. Our team have drawn on their knowledge and experience to present good and poor practice examples of what we see with a focus on know your customer, vulnerable clients and future foreseeable harm / good client outcomes.
00:00
00:00
00:00
 

Protection Matters – February 2025

Published on 06 February 2025

HSBC Life: Underwriting USP's, enhanced digital underwriting & a review of HSBC Life's award winning claims process

Learning objectives:

 

SM Advice: How outsourcing Social Media works - the why? the process, the service and the cost

Learning objectives:

  • An understanding of adviser perception of traditional manual underwriting processes.
  • An understanding of the Enhanced Digital Underwriting process.
  • An understanding of HSBC Life underwriting USP's.
  • Understand the Business Case for outsourcing Social Media Management
  • Identify the key elements of an effective Social Media strategy for firms and advisers.
  • Understanding of compliance and regulatory considerations for Social Media content
  • Leverage Social Media to enhance client trust and retention