Protecting Clients and Preventing Knowledge Loss From the Insurance Marketplace with Donna Robertson

Has the Consumer Duty really changed the insurance landscape to protect customers’ best interests? Are any poor practices still slipping through the cracks? What changes can we implement as an industry to maintain a rich ecosystem of knowledge even as people retire?

In this episode of Changing the Conversation, we are thrilled to be speaking with Donna Robertson, Managing Director of Squared Insurance Brokers! She discusses the challenges of balancing personal responsibilities with your career ambitions, and how the industry needs to reformulate its approach to hybrid and remote working solutions. Furthermore, Donna is deeply interested in treating clients fairly. She elucidates her frustrations with the Consumer Duty which, she argues, has failed to institute many practical changes for customers.