"GI remains an underutilised opportunity, and our refreshed proposition will make it easier for advisers to embed it confidently into their advice process."
- Karl Wilkinson, founder & CEO of Access Financial Services
Access Financial Services has enhanced its General Insurance (GI) proposition, designed to support better customer outcomes, meet regulatory expectations, and create new commercial opportunities for advisers.
The brokerage believes its enhanced GI proposition will provide customers with greater choice and flexibility, ensuring their insurance needs are met with tailored solutions.
Access Financial Services has also added LV=, Uinsure, and Paymentshield to its GI panel.
“Our updated proposition will create a more compliant and commercially viable framework that helps our advisers increase revenue through GI recommendations, while managing regulatory red tape and reducing unnecessary administrative burdens,” explained Karl Wilkinson, founder & CEO of Access Financial Services.
He said: “GI remains an underutilised opportunity, and our refreshed proposition will make it easier for advisers to embed it confidently into their advice process. A key part of the update is the freedom given to advisers to use any of the firm’s approved platforms – including LV=, Uinsure, The Source, and Paymentshield.
“As such, this supports a customer-first approach, enabling advisers to select the most suitable platform for each customer’s needs, while still adhering to a consistent and compliant process,” Karl concluded.
