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Keeping you ahead of the game

Keeping you ahead of the game

Latest news and developments from HSBC Life

It pays to keep up to date. Here we’ll give you the latest news, commentary and developments at HSBC Life – including product and service launches or enhancements, and more.

Watch our new videos

We’re delighted to announce three new videos are now available, providing valuable tools to help you do business with HSBC Life.

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Online Health Services

Protecting your clients – Why HSBC Life?

  • Richard was recently appointed as our new Head of Protection Distribution. Learn more about him here…

  • An inclusive protection proposition for customers disclosing a mental illness is at the forefront of our underwriting philosophy with the introduction of new digital rules on disclosures made during life and critical illness applications.

  • Ashley has worked for HSBC for 17 years, having initially joined as a Mortgage Adviser. He has worked in a variety of roles, including Senior Business Development Manager in the Mortgage Intermediary team, and subsequently running the Telephone Business Development Team. In 2021, Ashley moved across to HSBC Life to setup the Remote Account Team and support the firm's wider roll out in the broker market.

  • As part of our ongoing evolution towards a digital first proposition, we have created a new Early Warning Reporting (EWR) dashboard for advisers.

    Our dashboard will enable you to keep track of your clients and MI such as EWR, policies awaiting a start date, policies cancelled in the last 30 days and new business will provide you with a clear snapshot for your business. Clear guidance text will appear on the dashboard and an instruction guide will be available to complement the MI.

  • After a long career in Wealth Management and Private Banking which began in 1995, Mike joined HSBC Life in 2014. He is also a Fellow of the Personal Finance Society and a Chartered Financial Planner.

  • As part of our ongoing protection proposition development, HSBC Life commissioned customer research which surveyed over 1,000 respondents to establish the level of interest in the Waiver of Premium product offering.

    Over 80% of those respondents recognised the value of Waiver of Premium and said they would be prepared to pay a small percentage to include this benefit in their policy. *

  • In a recent HSBC Life UK development, type 2 diabetic customers can now apply for Critical Illness Cover (CIC) cover via our external adviser distribution partners.

    Your clients will have the opportunity to obtain Critical Illness Cover by attending an independent nurse medical screening, the results of which will be assessed digitally in a 3- day turnaround time. No NHS records will be required as requests for these records can typically lead to delays of between two to three months.

  • At HSBC Life, our focus is on helping advisers to secure cover for their clients quickly and efficiently supported by our industry first enhanced digital underwriting journey.

    Our new Pre-Sales Underwriting Tool is another important milestone in our ongoing evolution. Whilst not directly replicating our underwriting journey, the tool delivers indicative answers to advisers within just two minutes saving time going through the full underwriting process.

  • Our added value services that are available to HSBC Life Protection and Critical Illness policyholders have been enhanced and are now available to all policyholders, accessed through an app, giving customers the benefit of a variety of health and wellbeing services at no additional cost.

  • Finding good quality life cover for your clients can be a challenge if they have a potentially adverse medical history. As a trusted Financial Adviser, you’ll want to give each client clear and honest information about how their medical health – and other factors – will affect their ability to get cover.

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