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Please help support a great cause next Friday plus my weekly round up

Please help support a great cause next Friday plus my weekly round up

Adam Higgs makes a massive contribution to ensuring Protection Guru produces a constant stream of information and analysis for advisers and the wider industry. Next Friday he is supporting a cause that is very important to him, Macmillan Cancer, by participating in ‘The Longest Day Golf Marathon’. If you have found Adam’s work over the last 18 months helpful, I would ask you to consider sponsoring him here: https://longestdaygolf.macmillan.org.uk/Team/majormasters. You can follow his progress on the day itself on Twitter.

So turning to the regular work of Protection Guru, Rob Harvey kicked off the week with an insight for Carers Week 2021 – which income protection plans offer support for carers? On Tuesday Rob considered Which insurers offer the highest income protection benefit? These ‘who offers most’ studies are always very well received and perhaps worth book marking so that you can get back to them quickly in the future, alternatively just book mark our learning and development hub which should enable you to get to all of our articles whatever the subject in just three mouse clicks. 

Wednesday’s insight from Adam looked at how to prepare for  Diabetes Week 2021 and explored how diabetes is covered in critical illness plans? There is some really valuable analysis here from our medical panel including their professional perspectives on issues advisers should consider relating to different insurers condition wordings. An essential read for anyone who has clients with diabetes. 

Amanda Newman Smith’s insight on Thursday asked How can employees continue their relevant life policy in a new job? Again, some significant issues identified here.  It’s worth understanding why Royal London, Aviva LV= and Vitality all deserve recognition for different elements of their propositions.  

Finally, Rob wrapped up the week with his Getting into the detail of business protection insurance – everything you need to know

On Benefits Guru Jason Green again took a complex subject and spread his analysis over two summaries, the first on Tuesday exploring  Understanding the pension transfer process with an in-depth look at the transfer processed of workplace pension providers. The second instalment of this piece followed on Thursday. 

Turning to our Forums the next Investment Forum meeting will be held on Tuesday 22nd June at 11am.  This meeting will focus on Suitability Report Automation and will feature an expert panel discussion of both advisers and technology providers.   

This is part of a new format we are introducing where advisers will examine the benefits they are receiving from these technologies and quiz key suppliers on what they are doing to continually improve their products. 

Advisers are invited to register for a free ticket via this link. 

By way of an early reminder, after an excellent Protection Forum session this week the next meeting will take place on Tuesday 6th July at 11am.  The agenda for this session is: 

1) What impairs advisers ability to sell Income Protection as part of a mortgage advice process or to existing mortgage holders?

2) What are the potential impacts of the proposed new FCA consumer duty on protection advisers? 

Tickets are available here  

Have a wonderful weekend everyone.  

About The Author

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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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