Everything we have covered in our forums so far this year
Our regular Protection Forum is an opportunity for advisers and insurers to come together and discuss topics and issues that are important to them and the industry. Attended by a large number of advisers, as well as insurers and other industry professionals, our aim is that through the forum we can collectively drive improvements to products, processes, standards and ultimately, consumer outcomes. We take the opportunity today to look back at our January and February meetings and recap the important and varied topics discussed.
How to better engage consumers
Adviser Session
In this session we asked advisers to discuss their views on how the industry can better engage with consumers both from a new business perspective as well as existing clients. In particular we heard from:
- Lee Thomas – Pangea Life
- Setul Mehta – The Openwork Partnership
- Robyn Allen – Robyn Allen Solutions (Now The Openwork Partnership)
- Scott Taylor Barr – Carl Summers Financial Services
How to better engage consumers
Insurer session
Following from our adviser session we then went on to ask insurers what their views were and how they are looking to better engage consumers. In this session we heard from:
- Matt Usher – Aviva
- Charlotte May – Legal & General
- Andy Philo – Vitality
How far does the industry need to go when it comes to claims processes
In this session we discussed how far the industry has come with regard to claims experience and what we could still be doing better. We heard from:
- Adam Higgs – Protection Guru
- Zoe Priselac – Way More Solutions
- Adam Kaplan – Pendragon Protect
- Emma Thompson – Sesame Bankhall Group
- Geoff Butcher – Zurich
How are insurers supporting financially vulnerable clients?
For the second half of our February Protection Forum we asked insurers to share what they have been doing and plan to do in response to the regulators guidance on supporting customers in financial difficulty. In the session we heard from:
- Jack Southall – The Exeter
- Tim Butler – Zurich
Watch out for future “Everything you need to know” pieces where each week we will cover a different topic and provide you with the information you need to know to discuss the topics with your clients.
