Category: Protection

The appointment is effective from 1 July and is subject to regulatory approval. Kennedy (pictured) will join the executive team and report to Richard Rowney, LV= chief executive.

Richard Adams will still remain involved in the business in a non-executive capacity, providing advice and support to the management team and board.

Guardian launched its proposition last year in Q3 and now has strategic partnerships in place with most distributors and is available on the IRESS, iPipeline and Synaptic portals. 

The one-day programmes are designed for all firms regulated by the FCA across pensions, investments, mortgages and protection.

Andy Milburn joins as national account manager, a new position in the company reporting into Stephanie Hydon, head of national accounts. Dave Mills, who previously worked at Thistle Insurance Services, also joins the team as business development consultant.

Mortgage completions were valued at over £1.6bn, with case numbers up 8% on the first quarter of 2018, while mortgage applications placed through the business were valued at just short of £2.5bn, up 9% year-on-year.

Multi-benefit protection policies include life and critical illness with income protection as a further option. From Q1 of 2019 to the same period last year, decreasing and level term assurance sales were down to 37% from 43%, while multi benefit protection policies jumped from 44% to 52% overall.

During the first three months of 2019, IRESS recorded a 10% year-on-year rise in total protection new business applications, as measured by click-through rates from The Exchange to provider applications. There were 68,941 new business applications in Q1 2019, up from 62,644 over the same period in 2018.

Graves’ adviser protection club launched just three weeks ago, offering support to advisers throughout the protection sale. Moore, an alumnus of Bright Grey (Royal London) and Scottish Widows, has over 20 years’ experience in financial services marketing, product and proposition design roles.

It’s headed up by Paul Tait, who has experience in banking, fintech, mortgage brokerages and estate agencies and was part of the original team that set up online mortgage broker Habito.