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A great new resource to help advisers be more efficient and the best protection case study I have ever read

A great new resource to help advisers be more efficient and the best protection case study I have ever read

Today I’m going to start my end of week summary by mentioning a new service we launched this week on one of Protection Guru’s sister sites.

The COVID-19 pandemic has demonstrated how technology can transform the way advice firms work. There’s never been more advice tech available. Even as someone who employs a team of people to monitor this I struggle to keep up with all the latest developments.

I don’t know how advisers can do it but to help we have built a new service which brings together information on all the advice technology that can help firms run their businesses better via our new advice tech hub which you can reach from this link. You do need to be registered with our services to access this but if you are an adviser who already has a login for Protection Guru you can use exactly the same credentials to access the advice tech hub. Insurance, investment platforms, software providers and any other organisations not giving advice need to speak to the Protection Guru/ team to obtain access although anyone working at Aegon, Aviva, Embark Group, FE Fundinfo, Fidelity, the FCA, Focus Solutions, Guardian, Intelliflo, IRESS, M&G, Morningstar, Origo, Praemium or Seven IM can also access the service just by registering.

Meanwhile over on Protection Guru Thursday saw Adam focus on a good news story of How Holloway Friendly helped a client achieve the best possible outcome. This is quite simply the best #IncomeProtection case study I have ever seen, but I would love someone to come up with an even better one. My challenge to all Income Protection insurers is who can bring us the best example of returning a client to work or the longest claim you have been paying? Protection Guru is dedicated to doing all we can to build a library of these great case studies so if you have the examples please bring them to us so we can share the word. I tip my hat to Holloway Friendly and well done Adam Higgs for crafting the story so well.

We also had some significant COVID related news this week as Robert Harvey  explored  Royal London removing underwriting restrictions as pandemic eases he followed up with a detailed look at How does Royal London’s new and improved business protection calculator stack up?

On Tuesday Rob produced a hugely popular insight which focused on Who has the highest non-medical underwriting limits for life assurance? These studies which we do update regularly are always popular with advisers and can be accessed from our learning and development hub any time.

It is  World MS Day on Sunday 30th May so Adam Higgs explored with our medical panel– how is multiple sclerosis covered in Critical Illness plans? The purpose of this study is to help advisers who may want to create content for their own clients around World MS Day. Advisers in the UK are free to quote from our content, insurers, reinsurers or advisers outside the UK need our agreement to do so, If that is you please get in touch if you wish to use our content. We also published the second instalment of the output from last month’s Adjusting Cover: April Protection Forum.

On that subject, the next Protection Forum meeting will take place on Tuesday 8th June at 11am.  The agenda will cover:

Assuming we do not have a centrally industry funded campaign, how can the industry better promote protection to general consumers?

  • Assuming it is unlikely that we will get a syndicated approach from insurers promoting protection so what are the alternatives?
  • Are insurers doing enough to promote protection to general consumers?
  • Are we getting the messaging and positioning of protection right?
  • We have seen an increase in use of Social Media by many advisers – How is this helping?
  • Should insurers be doing more on social media?

How will the post pandemic world affect income protection claims?

  • What problems does working from home present to IP claims?
  • What problems does working multiple jobs present to IP claims?
  • What issues do insurers see on the horizon?
  • How can insurers help advisers in better communicating the issues to clients?

Advisers can register for a free ticket here as can anyone working at Aviva, Guardian, iPipeline, Legal & General, LV=, Origo, Scottish Widows, The Exeter, Vitality or Zurich. Staff of other firms who do not actually give advice need to contact Protection Guru to request participation.

Today we wrapped up the week with our  Claims Processes – Everything you need to know which covered:

Over on Benefits Guru on Tuesday Jason Green examined ESG: What it is and how it impacts workplace pensions.  He followed this up on Thursday with an analysis of Which workplace pensions providers are supporting members with budgeting and goal setting tools.

The next Investment Forum meeting will be held on Tuesday 22nd June at 11am. Details of the agenda will be released shortly but in the meanwhile advisers can book a free ticket to the event via this link.

About The Author


Ian McKenna is the founder of Protection Guru. A 40 year veteran of the financial advice and related technology markets. Having worked for insurance and financial advice firms in 1995 he set up Financial Technology Research Centre, which publishes Protection Guru over a decade before “fin tech“ was recognised as an industry term. He believes passionately that far more people can be protected by life insurance and related contracts if we can demystify these and make objective comparative information on policies more accessible.

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