Supporting better client outcomes
Integrating protection into IHT planning strengthens the overall advice proposition. It demonstrates a proactive approach, helping clients move from theoretical planning to solutions that will deliver when needed.
It also aligns closely with regulatory expectations. Addressing a clear client need and delivering measurable benefit supports strong Consumer Duty outcomes, ensuring advice remains focused on fair value and positive client results.
Put simply, protection allows advisers to bring clarity and certainty to an area that is often complex and uncertain.
Put simply, protection allows advisers to bring clarity and certainty to an area that is often complex and uncertain.
Bringing the conversation to life
While the opportunity is clear, many advisers value practical support in developing their approach to IHT conversations.
At Omni Protect, we are focused on helping advisers translate strategy into action – through training, case support and structured guidance.
We will be exploring this topic in more detail at the Omni Protect Adviser Conference on 8th July at the ICC Birmingham, where IHT and the role of protection will form part of the wider conversation around improving client outcomes and identifying new opportunities within your client base. To book your place or read the full agenda click here. If you’ re looking to strengthen your approach to IHT planning and make protection a more integral part of your client offering, support is available.
Speak to David Butler, Head of Protection Development, to explore how we can help you build confidence in IHT conversations, identify opportunities and deliver stronger outcomes for your clients.
SPEAK TO DAVE BUTLER
6 | Protection Adviser Online