Brokers warned over 'insistent clients'
FCA guidance for pensions advisers could have relevance for those selling insurance
Compliance experts have urged the insurance broking industry to take recommendations about dealing with insistent clients on board, after the Financial Conduct Authority (FCA) published a reminder for pension advisers in June.
According to the FCA, pension advisers should document the advice they have given to clients who decide not to take the recommended course of action, so-called insistent clients, in order to show that they have made it clear to the client what they have said and what risks
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@insuranceage.co.uk or view our subscription options here: https://subscriptions.insuranceage.co.uk/subscribe
You are currently unable to print this content. Please contact info@insuranceage.co.uk to find out more.
You are currently unable to copy this content. Please contact info@insuranceage.co.uk to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@insuranceage.co.uk
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@insuranceage.co.uk
More on Broker
Verlingue grows again in 2025, EBCam deal price revealed
Top 100 UK broker Verlingue Holdings grew profits and turnover in 2025, maintaining its long-running expansion streak.
Interview: Gallagher’s Karen Greenhalgh
Karen Greenhalgh, head of broking and placement for the commercial division at Gallagher in the UK, details her route into insurance, being one of the very first recruits when the US giant entered the retail market, and following her recent promotion her vision for her new role at the consolidating behemoth.
Adler Fairways notches up second buy of 2026 post Intact investment
Adler Fairways has completed the acquisition of the insurance broking arm of W B Baxter, based in Essex.
US to feel the brunt of Acrisure's 11% workforce cull
Acrisure has stated that most its upcoming job cuts will be in the US.
Momentum AR completes deal for Swansea broker
South Wales Insurance Brokers has completed the strategic buy-in to Swansea-based firm Fisher Insure Services.
Sign up for Broker Expo now to be ready for 2027 and beyond
You can now sign up to attend Broker Expo as part of Insurance Age’s wider UK Broker Week which also encompasses the UK Broker Awards and UK Broker Summit.
Kielty to help ‘transition’ as new UK leader announced by Aon
Jane Kielty will be supporting the transition of leadership responsibilities at Aon as the broker revamps its management structure, bringing in Tracy-Lee Kus to oversee the UK, Ireland, South Africa and the Middle East from 1 June.
Simply Business adds Allianz to SME insurer panel
Simply Business has expanded its product provider panel with the inclusion of Allianz UK.