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Articles and Guides.

Stay informed with the latest updates in the insurance industry for 2026 here.

We aim to provide clear advice, breaking down the jargon, so you understand the importance of protection insurance.

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Peer Review: Protection Distributors Group & Signposting Protection

The Protection Distributors Group has released a guide aimed at financial advisers who want to introduce their clients to specialist advisers for protection products. The guide focuses on introducing clients who have a need for protection and underlines the importance of trust in any long-term relationship. Protection Distributors Group suggests that advisers

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Multiple Sclerosis – Case Study

Living with MS…you can get mortgage life insurance. In this case study, we will explore the different options for mortgage life insurance that are available to Debbie and provide recommendations based on her needs. Debbie’s life changed when she was diagnosed with multiple sclerosis in 2008. Since then, she has been dealing

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Is income protection insurance worth it?

We’d all like to think that we’re ready for what’s to come. Maybe we have a great pension, our homes and cars are fully insured, and we’ve saved a sizeable nest egg. We might even have full life insurance to protect our families in case something bad happens. But what would you

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Why Partner with a Specialist Broker.

As consumer duty forces us to re-look at our practices and processes, it provides an opportunity to work together. High-risk customers that suffer from a severe pre-existing medical condition in particular require specialist support due to the sheer knowledge that goes into the case. It takes time to learn and understand the

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PCFCL Cancer – Case Study

This case study features Erick, a 40-year-old self-employed individual who approached the Insurance Surgery to obtain cancer life insurance. Unfortunately, he had been diagnosed in 2019 with a rare form of cancer known as Primary Cutaneous Follicular Centre Lymphoma. Thankfully, Ericks cancer had been treated successfully. What is Primary Cutaneous Follicular Centre

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Stroke – Case Study

Jane was a healthy, vibrant 52-year-old when she suffered a stroke. After months of rehabilitation and therapy, she was almost back to feeling herself. The stroke left her with a high risk of stroke recurrence. Jane realised that your life can be turned upside down in a second, so she wanted to

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