News you may have missed
April 11, 2025
Coming soon! Swiss Re are launching their Term & Health Watch 2025 report in May
Latest Articles
Securing Financial Futures
April 11, 2025
Every year, searches for life insurance spike during the festive period and winter months.
Scott Machin
Senior Product Manager
iPipeline
AI. How successful deployment can be evolution, not revolution
April 11, 2025
Artificial Intelligence is transforming industries at an unprecedented pace. While AI often feels disruptive, its most effective deployments come through steady evolution rather than radical change. In today’s competitive landscape, AI is not just a tool for efficiency but a powerful enabler, unlocking new potential for businesses to stay ahead and drive innovation.
Retirement income, all joined up
April 11, 2025
Creating a reliable, sustainable income can be challenging – here’s something to help
Quarterly Q&A
April 11, 2025
We recently spoke to Emma Vaughan, Head of Protection and Health Solutions at simplybiz who shared her views on the importance of advisers adopting technology to support the sale of protection products in the UK. Emma, technology plays a pivotal role in the protection advice process. We’re interested to hear your thoughts on this and the challenges we face.
Cinderella came to the ball. Let’s make sure she can stay there.
April 11, 2025
Everyone in the protection market knows that income protection is a growth product, perhaps THE growth product. The big questions are why, why now and how long can it stay there?
Zoe Mears
Enterprise Sales Manager
iPipeline
‘To better protect people, cover must go further’
April 10, 2025
In light of Vitality Launch 2025, financial protection must go further in strengthening people’s finances and unlocking better value, writes Vitality Life CEO Justin Taurog.
Digital marketing for financial advisers | Part II
April 10, 2025
Digital has transformed the marketing industry and its application across all business. Marketing was once, perhaps incorrectly, perceived as the domain of big consumer brands.
Nick Jones
Marketing Director
iPipeline UK
Driving Change in the Protection Industry: A Conversation with Alisa Wallington and Nick Jones on the Evolution and Future of Protection Portals
April 10, 2025
For over a decade, Alisa has played a pivotal role in shaping iPipeline’s protection portals, significantly influencing how advisers interact with these tools. In this conversation, Alisa shares her insights into the evolution of portals, their future within the industry, and the impact of technology on the advice process, both today and tomorrow.
Will decision makers please stand up?!
April 9, 2025
The frustrations of being an adviser in today’s world have been well documented - not least of all the difficulty in getting a decision on something when we need it. Despite the huge advancements in technology over the last 20 years, sometimes it can feel as if there is only one decision maker in every organisation with a huge ‘in tray’, and you are always last in the queue.
Mike Allison
Director of Protection
Paradigm
Unlocking retirement happiness
April 9, 2025
Retirees with annuities are more likely to report higher financial confidence and lower stress levels. But many people overlook them as a retirement income option – according to the FCA, only 10% of pension pots first accessed in 2021/22 were used to buy an annuity.
Marginal gains. We can’t close the advice gap with efficiency alone
April 9, 2025
The financial advice industry is often portrayed as being in a state of crisis. Concerns over adviser shortages, career stagnation, and client succession dominate discussion, while increasing regulatory demands add further strain.
Paul Yates
Product Strategy Director
iPipeline
Introduction: Reflections on my iPipeline journey
April 9, 2025
After 17 incredible years, I am passing the baton onto iPipeline’s new Managing Director-UK, Rachel Edwards.
Ian Teague
UK Group Managing Director
iPipeline
iPipeline Wrapped: 2024
February 27, 2025
Our data team has crunched the numbers for 2024, and here are the results.
Nick Jones
Marketing Director
iPipeline UK
The rise of GenAI
February 17, 2025
AI is not new, but the availability of high- performing compute resource and internet- scale data sets, coupled with technological advancements in the way machines learn, have created the perfect environment for AI to thrive.
Matthew Collyer
AVP, Enterprise Architecture
iPipeline
Quarterly Q&A with Paradigm
February 17, 2025
This edition, we’re in conversation with Mike Allison, Director of Protection at Paradigm who talks optimistically about the opportunities in the world of protection, particularly in light of the Consumer Duty rules.
Mike Allison
Director of Protection
Paradigm
Beyond insurance, behind the numbers
February 17, 2025
Paying claims is at the heart of what we do every day. Last year we paid out £1.18billion and settled 50,631 claims
Fran Bruce
Protection Managing Director
Aviva
Connections. Lessons for the UK market.
February 14, 2025
We talked to Ian Teague, UK Group Managing Director, who recently returned from iPipeline’s Connections Conference 2024, one of the leading events in the US Fintech calendar.
Ian Teague
UK Group Managing Director
iPipeline
In Conversation With: Paul Yates & Ron Wheatcroft
February 14, 2025
During May, as the release of Swiss Re Term & Health Watch for 2024 approached, two of the most experienced heads in the industry sat down to debate the big issues in protection highlighted by the report.
Ron Wheatcroft
Technical Manager
Swiss Re
Paul Yates
Product Strategy Director
iPipeline
The pensions revolution. Build on solid foundations
February 11, 2025
Most will know iPipeline from our place in the life and protection market. Our tech powers five leading providers and 50% of all advised quotes processed in the UK.
Jon Finley
Business Development Director
iPipeline
Using data to keep on winning
February 11, 2025
As I write, already in May, the protection season is in full flow. What begins as a slow start in January, a grid of providers and distributors creeping forward, soon springs into gear. Everyone racing at full speed.
Zoe Mears
Enterprise Sales Manager
iPipeline
Engagement Excellence: Are we looking down the wrong end of the telescope?
February 11, 2025
There is no doubt that we live in a fast-paced industry with never ending changes, fluctuating interest rates, regulation, Consumer Duty, technology changes and the threat from larger, digital options for clients.
Joanne Cole
CEO & Founder
BrokerIQ
Why we need to learn a new superpower. To engage.
February 11, 2025
The biggest and best brands in the world have superpowers, the things they do better than anyone else.
Scott Machin
Senior Product Manager
iPipeline
Making protection excellent (again)
February 11, 2025
As we enter what could be an interesting summer across global politics, I couldn’t resist taking a crowbar to this infamous recent campaign tagline and applying it to our own market. Let’s make protection excellent again!
Stephanie Hydon
Director, Client Distribution
iPipeline
Understanding motivation: flipping the protection conversation
February 11, 2025
How well do we understand the value of critical-illness protection to customers?
Dave Butler
Market Development Manager
Legal & General
Term & Health Watch 2023
February 11, 2025
On 21 May, Swiss Re published Term & Health Watch 2024. This is an annual analysis of new individual protection sales in the UK from the previous year, based on sales data provided by protection insurers.
Joanna Scott
Technical & Industry Affairs Manager
Swiss Re
Summer 2024 Introduction
February 11, 2025
In May, Swiss Re launched Term & Health Watch 2024, a report iPipeline have supported with our data for the last 5 years.
Ian Teague
UK Group Managing Director
iPipeline
Why the FCA consultation paper is an opportunity, not something to fear.
February 4, 2025
At the time of writing, an FCA review of the Protection market will be underway, with larger firms already visited and analysis – or at least data requested and collection underway.
Chair - Protection Distributors Group
Why the importance of data just keeps on growing within protection
January 20, 2025
They say game changing interventions by the regulator are like buses…Well, they don’t and I’m sure that there are many in the market who hope they won’t ever say that in future!
Jacki Moore
Strategic Business Manager
iPipeline
Is a new dawn in financial advice coming? Why it pays to be ready
January 20, 2025
After 14 years of Conservative rule, we’re in the early months of a new Labour administration. Now, whatever your political persuasion, this change did bring with it a certain change in atmosphere. Is it a new dawn, a new day? Or will the chaos continue? Time will tell.
John Finley
Business Development Director
Why revisiting protection conversations should be a priority for us all
January 20, 2025
Did you know that according to the Association of Mortgage Intermediaries (AMI), only one in two advisers regularly revisit their client’s protection needs?1
Jamie Page
Head of Protection Distribution
The Exeter
Quarterly Q&A
January 20, 2025
A year on since the Consumer Duty came into force, improvements to deliver better outcomes for customers have been made. But there’s still more to be done around the protection advice process, as Andy explores.
Andy Walton
Protection Proposition Director
Mortgage Advice Bureau
A flexible approach to guaranteed income
January 20, 2025
Everyone’s view of their retirement is different. Your clients’ actions are often driven by their individual ambitions - and a desire to have enough income to live well in retirement, even as their circumstances change.
Peter Cowell
Head of Annuities, Individual Retirement
Standard Life
IPAW 2024: Turning Awareness into Action
January 20, 2025
Income Protection Awareness Week (IPAW), the income protection themed event from the Income Protection Task Force (IPTF), is back for 2024 and will hit the screens each day between 12 and 1pm in the week commencing 23rd September.
Short-term accident protection needs – Supporting your clients, and their incomes, further
January 20, 2025
With cost-of-living pressures persisting, National Friendly’s refreshing approach to short-term accident protection can support stretched household finances in an affordable way.
Cecilia Furner
Distribution Director, Retail Annuities
Legal & General
In Conversation With: Paul Yates & Ron Wheatcroft
January 20, 2025
In the June edition of iPipeline Quarterly, we spoke to Paul and Ron in the first of our mini-conversation series centred around the latest Swiss Re Term & Health watch report.
Paul Yates
Product Strategy Director
iPipeline
Unlocking the Value: How Value-Added Benefits Revolutionise Financial Advice
January 20, 2025
Consumer Duty celebrated its first birthday at the end of July and the impact of the regulation on the protection industry appears to be overwhelmingly positive.
Richard Waters
Head of Protection Distribution
Protection Superpowers – Education
January 20, 2025
In the last edition of iPipeline Quarterly I started the first of three episodes based around superpowers, because of course you can’t talk about superpowers if it isn’t at least a trilogy.
Scott Machin
Senior Product Manager
iPipeline
Three tips for crafting the ultimate protection strategy
January 20, 2025
It’s been over a year since Consumer Duty came into force and the regulatory focus on protection continues with the FCA publishing its thematic review and planned market studies.
Dave Butler
Market Development Manager
Legal & General
Another year. Another article.
January 20, 2025
By nature, I’m future focused. It pays to be in technology. If you’re looking backwards, it’s likely you’re going backwards.
Paul Yates
Product Strategy Director
iPipeline
Autumn 2024 Introduction
January 20, 2025
As we approach the final quarter of the year and work both independently and collaboratively as an industry towards our goals, autumn is a time to reflect on the challenges we’ve encountered so far and the goals we have yet to achieve - year-end is approaching for many.
Ian Teague
UK Group Managing Director
iPipeline
Digital marketing for financial advisers.
January 15, 2025
“For many small businesses, financial advisers included, digital marketing is a topic that doesn’t create hope but fear. Fear that is often driven by the unknown.”
Nick Jones
Marketing Director
iPipeline UK
News you may have missed.
January 15, 2025
On 21st November we hosted our first and hugely successful UK Connected event!
Nick Jones
Marketing Director
iPipeline UK
The power of advice can be amplified through technology.
January 15, 2025
If you’re reading this article, and the current edition of iPipeline Quarterly, the chances are you will know a thing or two about us.
Chris Samuel
AVP Business Operations
iPipeline
The value of using your superpowers when protecting.
January 15, 2025
The concept of superpowers often sparks visions of extraordinary abilities—whether it’s flying, super strength, or controlling the elements. In both fiction and theory, superpowers are most impactful when used to protect people.
Scott Machin
Senior Product Manager
iPipeline
Boosting Gen Z Income Protection – Adviser strategies to close the Protection Gap
January 15, 2025
Daren Boys, Protection Portfolio Distribution Director at Aviva, shares insights from Aviva research highlighting awareness of income protection and the opportunity that advisers have to help close the protection gap among younger generations.
Darren Boys
Protection Portfolio Distribution Director
Aviva
The future of protection – A conversation with Peter Hamilton and Paul Yates
January 15, 2025
The protection market has possibly never been under greater scrutiny. The FCA’s forthcoming market study is, understandably, attracting huge attention and focus. Paul Yates spoke to Zurich’s Peter Hamilton to reflect on this, amongst the market’s other hot talking points.
Paul Yates
Product Strategy Director
iPipeline
How Critical Illness Cover Gave Us Time and Choices
January 15, 2025
In this case study, we explore how protection products can make a real tangible difference to families like Beth and Pete’s. By discussing their journey, we can highlight the crucial role these products can play in your clients lives during challenging times.
Why protection perfection does not exist
January 15, 2025
At times in life, it can seem to be more of a quest than a question. With the seemingly endless amount of time we can all spend (or waste) on social media, you don’t have to look too far before you find a version of perfect.
Kate Buckley
AVP Client Distribution
2024 – What did we learn?
January 15, 2025
In response to adviser feedback, we released an upgraded version of our PreQuo Lead Gen to help increase client engagement and boost protection opportunity generation.Quoted by David Mead, founder of Future Proof, as being “a great evolution of the product”
Ian Teague
UK Group Managing Director
iPipeline
Term & Health Watch 2024
March 31, 2024
This report provides a detailed analysis of the UK protection insurance market in 2022, covering key product types, trends, gender dynamics, and distribution insights from iPipeline’s perspective.
Paul Yates
Product Strategy Director
iPipeline
Building a Better Retirement: Retirement Review 2023
November 20, 2023
Providing a comprehensive overview of retirement savings in the UK, exploring savers’ goals, market influences, the role of financial advice, gender disparities, and insights from industry professionals.
Paul Yates
Product Strategy Director
iPipeline