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The Right Mortgage appoint PMI supervision & development manager

by BestAdvice
3 July 2023
The Right Mortgage to hold PMI Summit in July
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The Right Mortgage & Protection Network and DA Club has announced the appointment of a new Private Medical Insurance (PMI) supervision & development manager.

Bipin Sandhu starts the role with immediate effect and will report to Amy Wilson, head of general insurance (GI and PMI).

As part of her new role, Sandhu will be responsible for working with member firms to help them explore the PMI sector, the growing client demand and need, and the advice and income-generating opportunities available, while also helping supervise activity by advisers in this product space.

She joins The Right Mortgage after four years with Simplybiz Compliance Services, recruiting IFAs, mortgage and protection, and protection-only firms to go directly authorised. Prior to this, she spent 10 years with Vitality in a business development role, working with advisory firms and providing training on life insurance, PMI and investment products.

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Wilson said: “We are very pleased to welcome Bipin to this brand-new role within the business, one that is fully-focused on the PMI sector, and the growing number of opportunities it offers individual advisers and our firms. She brings with her a wealth of experience from all areas of financial services, with insight and expertise in a whole host of products, as well as in crucial areas such as training, business development and supervision.

“Bipin is going to be a real asset to the business and she is looking forward to engaging with advisers to help them develop their PMI propositions.”

Sandhu added: “I am really excited to be joining The Right Mortgage, a great business with fantastic people, and a wonderful work environment. The Right Mortgage and I share the same core values – trust, respect and partnership. This new PMI-focused role was perfect for me as I love working with advisers and firms, and helping them grow their businesses in this area. I’m looking forward to meeting and talking to lots of our firms, and to helping them make this most of this growth area.”

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