Money Talks Putting Protection Viewpoint insights into action Part 1

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In this episode Shelly Reid (Senior Protection Technical Manager, Royal London) and Stacey Penn (Head of Policy, AMI) discuss findings from the 2025 AMI Protection Viewpoint research and focus on how advisors can better serve renters—an underserved and growing segment—through income and lifestyle protection.

They cover practical opportunities for advisers, including building long-term client relationships, using internal and external referrals, protecting deposits and credit scores, educating younger clients about income protection, and timing protection conversations around remortgages and product transfers.

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/ 

Money Talks


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