In this episode of Money Talks, Kimberley Dondo is joined by Stacey Penn (The Association of Mortgage Intermediaries) and Shelley Reid (Royal London) discuss why positioning protection conversations earlier in the mortgage journey increases uptake.
They cover practical ways advisors can embed these discussions — using clear language, leveraging mortgage documents as prompts, asking what clients want to happen rather than focusing on fears, and emphasizing the human value of advice.
The episode also highlights FCA nudges, referral opportunities, and the importance of supporting advisors with provider coaching.
Access the full AMI Protection Viewpoint 2025 research here.
For practical guidance on wider technical and regulatory protection topics, visit Royal London’s Technical Central:https://adviser.royallondon.com/technical-central/protection-guidance/
Access the full AMI Protection Viewpoint 2025 research here.
For practical guidance on wider technical and regulatory protection topics, visit Royal London’s Technical Central:https://adviser.royallondon.com/technical-central/protection-guidance/
