The animation is intended to be used by a qualified financial adviser as part of a regulated advice process. It provides a clear starting point, with the adviser adding appropriate context, explaining product features, limitations and suitability, and tailoring the discussion to the client’s individual circumstances.
Used in this way, the video supports informed decision-making and complements advice delivered in line with regulatory requirements and the FCA’s Consumer Duty, helping ensure clients receive clear, fair and not misleading information.
It works well ahead of a meeting to introduce the topic and set expectations, during a meeting to illustrate how income protection works, or after a meeting to reinforce key messages and support client understanding.
