Category: Events
Is Affordability the Scapegoat for No Cover? — March Forum Recap — Part Two
Part Two of the March 2026 Protection Forum recap: practical techniques to prevent price objections, reframe risk, and make protection value the focus.
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Is affordability the scapegoat for no cover? – March Forum Recap – Part One
Recap of the March 2026 Protection Forum: why ‘affordability’ objections often signal a value gap—and how advisers can reframe protection conversations.
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The unintended consequences of post-sale underwriting – February Forum Recap – Part Two
Protection Forum discussion on solutions to post-sale underwriting risks, with Scott Taylor-Barr and Kath Stagg exploring FCA guardrails, replacement business checks, adviser concerns, and the impact on consumer protection in insurance.
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The unintended consequences of post-sales underwriting – February Forum Recap – Part 1
Protection Forum discussion on the unintended consequences of post-sale underwriting, featuring Scott Taylor-Barr and Kath Stagg, exploring consumer detriment, replacement risk, medical record errors, and proposed FCA-focused industry safeguards.
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Pre-sales Underwriting – January Forum Recap – Part Two
The second half of the Protection Forum explored pre-sales underwriting in practice, focusing on complex cases, tool limitations, service standards and adviser frustrations.
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Pre-sales Underwriting – January Forum Recap – Part One
A Protection Forum discussion on pre-sales underwriting, exploring delays, digital tools, transparency and how advisers can improve client outcomes.
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Annual Statements – December Forum Recap Part 2
Explore insights from the December 2025 Protection Forum on annual statements, regulatory requirements, consumer duty, and improving customer outcomes in protection advice.
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Annual Statements – December Forum Recap Part 1
Explore expert insights from our forum session on Annual Statements, featuring practical adviser perspectives and real-world approaches to client engagement.
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Protection Forum (November 2025) – Underwriting flexibility – Part Two
Industry experts Ed Durrell, Michael Chapman and Darren Philp share practical insights into today’s underwriting flexibility, highlighting what works, where challenges remain, and how processes could improve. Listen to the full discussion.
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Protection Forum (November 2025) – Underwriting flexibility – Part One
Industry experts from Cover Direct, Dynamo, Evolve Financial Solutions and SimplyBiz discuss underwriting flexibility — what’s working, where improvements are needed, and how insurers can create a faster, fairer, more transparent protection process.
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Compliance processes, price v quality & understanding of benefits/features available – October Forum recap Part 2
Advisers discuss turning compliance into client value through ongoing service, tailored training and quality-led protection advice.
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Compliance processes, price v quality & understanding of benefits/features available – October Forum recap Part 1
Experts Samm Walker, Tracey Boyd, Ian Merriman and Zoe Priselac discuss how advisers can balance compliance, quality and value in protection advice. Listen to the full forum session for key insights on client-first advice.
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