Education & Resources

Title: IPTF
Description:The independent specialist IP hub for consumers and advisers.

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Title: Life Search & MorganAsh - Feels Good Claims
Description: LifeSearch and MorganAsh have a shared mission which we would love insurers, intermediaries and reinsurers to join
Website: Feels Good Claims

Title: Improving Customer Retention - Best Practice Guidance
Description:A collaborative and unique piece of work reviewing the DDM cancellation processed of Life, Health, IP and Over 50s insurers both intermediary and direct. Conducted by Assured Futures supported by L&C Mortgages, Cura and PDG Members
Powerpoint Download: Download here

Title: Guide to saving Protection Policies
Description: As a result of the cost-of-living pressures, many clients may consider cancelling their protection policies due to financial worries. Advisers are well placed to discuss with their clients the importance of keeping cover in force, and these guides are designed to highlight the options available, with a detailed version for advisers and a simpler one aimed at consumers.
Adviser PDF Download: Download here
Consumer PDF Download: Download here

Title: Suicide Prevention Guidance and Training
Description: There are many reasons why, as an insurance-related business, you might want to talk about insurance and suicide on your website or in other materials. This guidance has been drafted following a review of existing materials from a variety of insurance-related sources and attempts to embody the good practice seen as well as to improve some of the existing approaches.
PDF Download: Download PDF 1 - Download PDF 2

Title: Early Warning and Lapse Processes
Description: Advise what happens with each provider when a customer misses a premium and what this means
PDF Download: Download here

Title: A Guide to Signposting Protection
Description: A guide identifying the main areas that should be considered if an adviser wants to introduce or refer a client for protection business.
Produced by PDG members.

PDF Download: Download here