Protection  

How to refer your protection client

  • Explain what signposting is
  • Describe who signposting is suitable for
  • Explain how you should go about signposting
CPD
Approx.30min

By

"Failing that, use the BIBA Signposting to Specialist Service. It serves consumers with protection needs plus business’ seeking business protection and/or group risk advice and solutions.”

Kevin Carr is managing director and Suzanne Clarkson is associate consultant at Carr Consulting & Communications

Article continues after advert

CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What is signposting?

  2. Where has signposting been in use already?

  3. The signposting agreement as put in place by Biba says firms MUST agree to refer clients to a specialist adviser, true or false?

  4. Which of the following is NOT signposting practice that an adviser could engage in?

  5. What is a big advantage for advisers signposting to other advisers?

  6. The Workplace Workstream is trying to highlight that group risk might be a good place to help people back to work, true or false?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Explain what signposting is
  • Describe who signposting is suitable for
  • Explain how you should go about signposting

I completed this CPD in

To bank your CPD please complete the form below.

Were the stated learning objectives met?

Why weren't they met?

What did you learn from undertaking this CPD exercise?

Why did you undertake this piece of learning?

Any comments about this article or FTAdviser's CPD in general?

Banked!

Congratulations, you have successfully completed and banked this piece of CPD

Already Banked!

You have already banked for this article.

To bank your CPD you must or

Register

One or more questions have been incorrectly answered,
 please review your answers and try again.

By submitting these answers I confirm that I have
read and agreed to the terms and conditions

Please complete all the above text fields to bank your CPD.

More Protection CPDSee my completed CPDSee all CPD

More on Protection