Quoted in Health & Protection Magazine

According to Miles Robinson, founder and director of Home Group Financial, it is imperative that advisers have ‘what if?’ conversations with these customers.

“Customers are certainly more wary of budgeting and concerned of making payments with rising mortgage rates and energy bills,” he says.

“Therefore, when talking about the risks and the what if conversations, customers are much more intune and wanting peace of mind. I’ve noticed a move away from the ‘it won’t happen to me’ strapline.”

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