Why advisers need more than awareness
Advisers understand the risks, but in practice, many“ secure systems” feel clunky or expensive, and clients can be put off. The reality is that security only works if it fits into everyday workflows. Protection has to feel natural, not like an extra chore.
How Mailock makes security simple
That’ s the thinking behind Mailock. It plugs straight into Outlook or works via a web browser. With one click, you can encrypt an email and choose the right level of authentication- a one-time SMS or a Q & A challenge.
From your client’ s side, the process is simple: they receive a familiar branded email, confirm their identity, and read their message securely.
They can even reply back, encrypted. Advisers get the reassurance of knowing when messages are opened, with the option to revoke access if needed.
“ Secure email isn’ t just compliance with regulation- it signals trust.”
From compliance to confidence
This isn’ t just about ticking boxes for the regulator. It can be a real differentiator, showing clients that their privacy is of upmost importance and will be protected in every interaction.
Advisers using Mailock meet their obligations, cater to client preferences for email communications, and demonstrate Consumer Duty in action.
At the end of the day, clients choose advisers they trust. Protecting sensitive information is part of that trust. Secure email helps you keep it.
Mailock is available at a discounted rate as a membership benefit, simply visit the Your Business Section of the member website for your free trial.
October 2025 | 47