Protection News & Insights
Protection Knowledge Centre articles
Looking beyond Whole of Life: exploring alternatives for IHT liabilities
Rebecca Lowe, Retail Product Lead for Protection at Aviva, explores how rising inheritance tax exposure is reshaping estate planning conversations and explains when alternatives to Whole of Life cover, such as Joint Life Second Event term assurance, may offer a practical solution for high-net-worth clients.
Three trust review questions every adviser should be asking
Rozzy Carrick, Change Delivery Product Owner, Protection at Aviva discusses why helping clients review their trusts could be one of the most valuable conversations advisers have this year
Keeping Britain working: from workforce challenge to opportunity
Kerry Williams, Head of One Aviva at Aviva, reflects on a recent discussion exploring the Keep Britain Working review and what it could mean for employers, workforce resilience and advisers.
From life cover to income protection: Lessons from scaling AI across protection underwriting
Robert Morrison, Chief Underwriting Officer at Aviva, reflects on what we’ve learned from introducing AI-powered medical evidence summarisation across Life Insurance, Critical Illness and Income Protection applications, and what those lessons mean for advisers and their clients.
Better futures start with small steps: How community action can create lasting impact
Patti George, Market Development Manager at Aviva, explores how small actions can create meaningful change for communities, workplaces and businesses alike.
Planning for later life and beyond: why conversations matter
Bridgett Potter, Future Propositions and Engagement Manager, Protection at Aviva, explores why many clients are still avoiding conversations about death, wills and future decision-making, and how advisers can help turn good intentions into action.
January benefits enrolment: three questions advisers should ask clients about Group Protection now
Julian Nurse, Large Corporate & SME Product Lead for Protection at Aviva, shares three questions advisers can ask now to help clients get more value from their Group Protection strategy and improve employee engagement ahead of January benefits enrolment.
Redefining our high value protection: a new era of support for advisers and their high value clients
Fran Bruce, Managing Director, Protection at Aviva, shares her thoughts on our enhanced high value protection offering.
When product meets person: why group critical illness matters
Julian Nurse, Large Corporate & SME Product Lead for Protection at Aviva shares a reflective story on meeting someone whose experience brought to life the real value of group critical illness cover for employees.
From mortgage-led to client-led: how menu plans are changing protection advice
Brianna Saraceno, Protection Propositions Manager at Aviva, explores how menu plans are reshaping protection advice, helping advisers build tailored, affordable cover solutions that balance income protection, workplace benefits and long-term financial resilience for clients.
Financial advice or lifestyle coach? The evolving role of the HNW adviser
High net worth clients increasingly need support beyond financial planning. Patti George, Market Development Manager at Aviva, explores how advisers can combine technical expertise with emotional intelligence to help clients navigate wealth, family and legacy conversations.
Inheritance Tax and HNW clients: five key protection tools
Rebecca Lowe, Retail Product Lead for Protection at Aviva, outlines five essential protection tools to help advisers address growing inheritance tax (IHT) challenges for high net worth clients.