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Compliance News 12/20 (updated Protection Advice Standards)

We have separate Advice Standards for both Mortgage and Protection sales. These important documents provide you with the framework for the processes to follow and the recommendations you must provide.

The Protection Advice Standards (PAS) has recently been updated and this has enabled us to incorporate a number of ‘advice updates’ which have been provided through our Compliance News communications over the past couple of years.

Actions.

Please complete all of the following:

  1. Save the new Protection Advice Standards where you will be able to refer to it in the future. A copy is permanently on display on the Knowledge Hub under ‘Advice Standards’ within ‘Frequently Searched’. Please note that the changes are highlighted in yellow for your convenience.
  2. Read the updated PAS and record on your CPD register the total CPD time taken.
  3. Complete the PAS quiz by clicking on the relevant button below.
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