- Home page
- About
- Consumer Duty and vulnerability
- Financial services support
- Proactive well-being
- Pension scheme valuations
- News and updates
- Blog – Future of underwriting – by MorganAsh MD Andrew Gething
- MorganAsh PLUS buy-outs tops over £700 million of pension liabilities
- Annuity mis-selling – the need to keep medical information on file
- MorganAsh integrates with AMS Annuity Exchange
- Hymans Robertson and MorganAsh partner
- Johnston Press saves £50m
- Blog: understanding customer journeys for the secondary annuity market
- Speeding up the MUBA process – reduction in GPRs reduces turnaround time by weeks
- Next steps for medically underwriting in pensions
- MorganAsh assesses over £2bn of pension assets
- BSW Timber MUMS project delivers £5m saving – first company to complete both MUBA and MUMS projects
- Johnston Press saves £50m on pension deficit – 10% saving on £500m pension scheme
- Launch of e-signature process to speed up GPR reports
- Winners – life insurance innovation award – the Life Insurance International awards – 2016
- MUMS saves £68m – Hogg Robinson announces £68.4m saving in financial accounts
- MUMS know best: Hogg Robinson mortality study slashes liabilities
- Guide for trustees on medically underwritten bulk annuities created by industry working group
- MorganAsh launches crisis support service for insurance policyholders
- Forecast pension deficit reduced by 11% after medical underwriting
- MorganAsh launches new vulnerability assessment service for later-life lenders
- MorganAsh launches new services to help pension schemes calculate liabilities
- MorganAsh launches life expectancy report service to help advisers with DB transfers
- Retirement lending specialist Simon Little joins MorganAsh
- MorganAsh makes ‘Innovating for Ageing’ shortlist
- MorganAsh enters D2C arena
- Survey of IFAs reveals positive uptake of tele-underwriting
- RGA Technology Partners, Inc. and MorganAsh partner to provide a fully automated tele-underwriting service in the UK
- Mike Hall MP visits MorganAsh and celebrates 100th employee
- MorganAsh and Dentists’ Provident roll out tele-interviewing service
- Shepherds Friendly Society launches new income protection product with MorganAsh tele-interviewing service
- Friends Provident unveils new income protection
- LifeSearch and MorganAsh team up to improve disclosure
- MorganAsh tele-interviewing service adopted by Bank of Ireland Life
- Pharmaceutical & General converts to tele-interviewing
- Canada Life Europe signs up MorganAsh for tele-interviewing across Germany
- Wesleyan selects MorganAsh for tele-interviewing
- Lincoln launches tele-interviewing
- Pioneer partners with MorganAsh for tele-interviewing
- Tele-interview is better than a GPR
- Aegon Scottish Equitable introduces tele-interviewing with MorganAsh
- MorganAsh launches e-signatures to speed up application process
- Totally Insured Group and MorganAsh co-launches impaired risk service
- MorganAsh supports Pioneer with new product launch
- MorganAsh calls for providers to publish their non-disclosure figures
- MorganAsh launches online calendar booking for tele-interviews
- Continuing success of MorganAsh tele-interviewing service
- MorganAsh wins ‘outstanding achievement’ award
- Cirencester Friendly launches tele-interviewing with MorganAsh
- Canada Life Group Insurance further improves customer service with launch of tele-interviewing
- Canada Life Group Insurance reports on customer survey
- MorganAsh forms strategic alliance with Belivia for Nordic markets
- MorganAsh announces tele-interviewing service for impaired annuities
- Specialist medical provider MorganAsh completes hundreds of medical interviews as part of Nationwide’s new annuity service
- MorganAsh provides underwriting services for Foresters Life
- MorganAsh enters D2C arena
- Generali Employee Benefits UK partners with MorganAsh to offer Care Navigator service
- Feel Good Claims
- Update on Care Fees Plan portal (INA)
- Timely introduction of digital portal - streamlines Care Fees Plan quotes
- Employees’ well-being in COVID-19 lockdown or isolation – what’s actually happening
- Lack of general practitioners’ reports should not stall protection policies
- MorganAsh launches new client vulnerability rating tool to help mortgage brokers comply with new FCA regulations
- MorganAsh launches new consumer vulnerability rating tool to help advisers and agents comply with new FCA regulations
- St. James’s Place partners with Comentis and MorganAsh to enhance support for vulnerable clients
- MorganAsh adds Vulnerability Registration Service to MARS vulnerability tool to reinforce consumer protection
- MorganAsh and Moneyhub join forces to address vulnerability and Consumer Duty
- Blog: Why sharing individual customer data is the practical solution to meeting Consumer Duty
- Blog: Consumer Duty - the shift to self-policing
- MorganAsh announces new partnership with Infinian
- Key Retirement partners with MorganAsh on leading vulnerability tool
- MorganAsh readies financial advisers for Consumer Duty with MARS system upgrades
- Foresters Financial achieves 99.99% claim pay-out rate with the help of MorganAsh
- Key demonstrates good vulnerability assessments with MorganAsh to lead later life sector on vulnerability
- Comment on FCA's multi-firm review for Consumer Duty
- Consistent approach to vulnerability data needed as regulators flex muscles
- How understanding vulnerability data could help resolve life cover challenges
- MorganAsh brings new upgrades to MARS vulnerability tool ready for Consumer Duty
- Training for vulnerability is not enough to meet Consumer Duty, says MorganAsh
- Consumer Duty: From where do you get vulnerability data?
- Consumer Duty: Sourcing vulnerability data
- Comment from MorganAsh - interest rate rise 22 March 2023
- Comment from MorganAsh - ONS consumer price inflation figures 18 April 2023
- Consumer Duty: Who monitors the customer?
- Blog - I’m a training evangelist, but it’s not a silver bullet for Consumer Duty
- Technology adoption is key to meeting Consumer Duty’s requirements
- Consumers open to revealing health and lifestyle issues, MorganAsh data reveals
- Vulnerability training is not enough
- James Sharp adopts MARS platform from MorganAsh to help manage consumer vulnerability
- MorganAsh adds nurse support services to MARS vulnerability tool
- MorganAsh adds protection triage service to MARS vulnerability tool
- MorganAsh adds triage service for annuities to MARS vulnerability tool
- MorganAsh and Investor in Customers partner to provide Consumer Duty reports
- MorganAsh enhances vulnerability management by integrating Inbest benefits calculator
- MorganAsh results identify engagement as biggest area of consumer vulnerability
- Are banks and lenders going far enough on vulnerability?
- Papers, podcasts and webinars
- White papers
- Consumer Duty – the shift to self-policing
- Why sharing individual customer data is the practical solution to meeting Consumer Duty
- Consumer Duty – the challenges and opportunities of ensuring protection
- Evidencing good consumer outcomes across the distribution chain to comply with Consumer Duty
- How to identify vulnerable customers
- Measuring vulnerability is more important than ever
- Vulnerability is not binary, and why this matters
- Complying with Consumer Duty for mortgage and later life lending firms
- Understanding the implications on vulnerability within Consumer Duty
- Podcasts
- Is asking about vulnerability too intrusive?
- What did Consumer Duty ever do for us?
- Does Consumer Duty cost too much?
- Where are you on the vulnerability and Consumer Duty roadmap?
- How will Consumer Duty be enforced?
- The Consumer Duty roadmap after July 2023
- How should you assess vulnerability characteristics?
- How cross-cutting rules affect other rules
- Tailoring communications to those with specific vulnerabilities
- When is an adviser a manufacturer?
- A deep dive into Consumer Duty’s cross-cutting rules
- At what point should firms be sharing vulnerability data?
- What’s the difference between guidance and rules?
- What are the ‘harms’ encompassed within Consumer Duty?
- Webinars
- Consistency in Consumer Duty assessment and reporting
- Meeting the FCA’s Consumer Duty regulations with MARS
- The FCA’s guidance on Consumer Duty and customer vulnerability
- Meeting FCA Guidance on vulnerable customers pt 2
- How will Consumer Duty and vulnerability affect the retirement market?
- Consumer Duty, customer vulnerability and the later life lending market
- How vulnerability and Consumer Duty overlap
- Using data for monitoring to meet Consumer Duty
- Evidencing management information for Consumer Duty
- Meeting FCA guidance on vulnerable customers pt 1
- The upside of vulnerability – matching services to consumer needs
- How will the rules work in the real world?
- Vulnerability data needed for board reports and Consumer Duty compliance
- The three Cs: customers, Consumer Duty and communications
- White papers
- Contact