
Category: Events
Consumer Duty Alliance Protection Forum
Posted by Protection Guru | Mar 25, 2025 | Consumer Duty, Events | 0
Learn Why not all Life Policies are the Same
Posted by Ian McKenna | Mar 20, 2025 | Critical Illness, Events, Income Protection, Life Protection | 0 |
Children’s Critical Illness Cover – March Forum Re...
Posted by Jessie Leworthy | Mar 17, 2025 | Childrens CI, Events | 0
Getting More from Protection Guru Pro: Adding Valu...
Posted by Jason Coleman | Mar 12, 2025 | Adviser Insights, Events | 0
Children’s Critical Illness Cover – March Fo...
Posted by Jessie Leworthy | Mar 10, 2025 | Children's CI, Critical Illness, Events | 0 |
How you can compare the quality of Critical Illness plans in minutes
by Jason Coleman | Mar 26, 2025 | Critical Illness, Events | 0 |
Learn how to use Protection Guru Pro (PGP) to compare critical illness definitions, payment amounts, and value-added benefits. Join our free webinars, led by industry expert Jason Coleman, to enhance client outcomes and boost adviser income.
Read MoreConsumer Duty Alliance Protection Forum
by Protection Guru | Mar 25, 2025 | Consumer Duty, Events | 0
This new Consumer Duty Alliance Forum focuses on protection and helping firms meet their Duty...
Read MoreLearn Why not all Life Policies are the Same
by Ian McKenna | Mar 20, 2025 | Critical Illness, Events, Income Protection, Life Protection | 0 |
Discover why not all life policies are the same. Join our webinars to learn how to compare Life and Mortgage Protection plans, improve client outcomes, and boost your earnings. Sign up for a free trial of Protection Guru Pro today!
Read MoreChildren’s Critical Illness Cover – March Forum Recap Part 2
by Jessie Leworthy | Mar 17, 2025 | Childrens CI, Events | 0
Children’s critical illness cover is an essential yet often overlooked protection for families. Experts Bonnie Earl, Karla Edwards, and Emma Astley highlight the importance of comprehensive coverage, the evolving market, and the need for greater awareness.
Read MoreGetting More from Protection Guru Pro: Adding Value to Your Protection Conversations
by Jason Coleman | Mar 12, 2025 | Adviser Insights, Events | 0
Join our informative webinar series designed for both existing and new Protection Guru users. Learn how to assess the value of protection plans quickly, explore different product types, and enhance your technical knowledge. Discover how to provide compliant, value-based advice that meets Consumer Duty requirements. Sessions include key topics on life, critical illness, and income protection advice. Don’t miss out—register now!
Read MoreChildren’s Critical Illness Cover – March Forum Recap Part 1
by Jessie Leworthy | Mar 10, 2025 | Children's CI, Critical Illness, Events | 0 |
Listen to expert advisers discuss the importance of children’s critical illness cover, key provider options, and how to educate parents on financial protection.
Read MoreThe impact of the Budget on Protection & IHT – Forum recap part 2
by Jessie Leworthy | Feb 20, 2025 | Events | 0
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.
Read MoreThe Impact of the Budget on Protection & IHT – Forum recap part one
by Jessie Leworthy | Feb 13, 2025 | Events | 0
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.
Read MoreAddressing harm and vulnerability options from separating life policies – Forum recap part 2
by Jessie Leworthy | Jan 23, 2025 | Events | 0
Discussions highlighted the need for systemic changes to protect clients from financial abuse and ensure fair outcomes in sensitive circumstances.
Read MoreAddressing harm and vulnerability options from separating life policies – Forum recap part 1
by Jessie Leworthy | Jan 16, 2025 | Events | 0 |
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.
Read MoreAdviser wishes for 2025 – December Forum recap
by Jessie Leworthy | Dec 11, 2024 | Events | 0 |
How did we do in 2024? December Forum Recap
by Jessie Leworthy | Dec 5, 2024 | Events | 0 |
