Category: Events
Getting More from Protection Guru Pro: Adding Value to Your Protection Conversations
Join us from Thursday, 13th February for a series of four weekly sessions, designed to help you get the most from PGP. Whether you’re a new user or an existing one wanting to dive deeper, these 60-minute sessions will cover key features in a relaxed, conversational format.
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The impact of the Budget on Protection & IHT – Forum recap part 2
Explore the impact of budget proposals on protection and inheritance tax (IHT), including pensions, estate planning, and tax-efficient insurance solutions. Insights from industry experts on trusts, referrals, and regulatory considerations.
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The Impact of the Budget on Protection & IHT – Forum recap part one
The Protection Forum – February 2025 session delved into the UK Budget’s impact on protection insurance and inheritance tax (IHT). Industry experts discussed key changes, including the rise in National Insurance contributions, potential IHT on death in service benefits, and solutions like relevant life policies.
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Consumer Duty Alliance Protection Forum
This new Consumer Duty Alliance Forum focuses on protection and helping firms meet their Duty...
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Addressing harm and vulnerability options from separating life policies – Forum recap part 2
Discussions highlighted the need for systemic changes to protect clients from financial abuse and ensure fair outcomes in sensitive circumstances.
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Addressing harm and vulnerability options from separating life policies – Forum recap part 1
Understanding how financial products can impact vulnerable individuals is critical, especially in situations of economic abuse. At a recent forum, experts and industry leaders came together to discuss the challenges and solutions surrounding life insurance policies, particularly joint policies, in the context of harm and vulnerability.
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Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective? – Forum recap part 2
Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective? –...
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Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective? – Forum recap part 1
Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective?...
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Discussing the FCA’s Pure Protection Review
Discussing the FCA’s Pure Protection...
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Hazel Carter’s story
Hazel Carter’s story Meet Hazel Carter – an inspiring author, speaker, and educator, who...
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