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A new protection guru as consumer duty deadline looms!

A new protection guru as consumer duty deadline looms!

We are delighted to announce the latest addition to the Protection Guru team, Joanne Legg. Joanne, formerly a Protection Consultant at LV=, brings her extensive 12 years of experience in the Protection industry to our team. Together with Adam and myself, Jo will play a pivotal role in our mission to revolutionise the Protection market through educational insights and innovative technological solutions.

Jo’s remarkable energy, enthusiasm, and dedication to driving positive change make her the perfect fit for this role. We extend a warm welcome to Jo, and you can expect to hear more from her very soon.

As we approach the upcoming Consumer Duty regulations, the demand for adopting PGPro has been growing significantly. These regulations will require adviser firms to assess the value provided by products and services. PGPro is designed to assist advisers in uncovering the value behind the products they recommend and determining what records they should maintain for their value assessments.

To experience the benefits of PGPro, we offer a 7-day free trial period. Simply click here ( to register for your free trial. Additionally, you can access various resources, including a user guide, key benefits and tips, and a demonstration of the solution.

Once you initiate the registration, we will be in touch a few days later to address any questions you may have. Furthermore, we invite you to join a training webinar on Wednesday, July 19th, at 9:30 am. For more information or to sign up for the webinar, please contact [email protected].


What we covered on Protection Guru last week…

About The Author


Niki Cooke has over 20 years’ experience in the financial services industry, in particular in the advise-tech sector, where she has worked for the likes of iPipeline, Intelliflo and Twenty7Tec Group. Niki recently joined FTRC/Protection Guru as Chief Revenue Officer, supporting the business in it’s growth and development of protection focused adviser research tools and working with the wider industry to help grow the protection market.

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