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Protection Guru’s monthly virtual Protection Forum brings together visionary advisers with leading providers to engage in discussion on topical issues in the industry. Our sessions are not only a great networking opportunity, but a way to get involved in creating positive change and help more people get the protection they need.

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 NEXT MEETING:

 Thursday 9 January – discussion “Addressing harm and vulnerability options from separating life policies”

FUTURE MEETINGS:

Our 2025 meeting dates and provisional discussion topics will be:

5 February – Impact of budget on protection and IHT

4 March – Children’s CIC

1 May – Business protection

3 June – Growing protection advice in the mortgage market

1 July – Reviewable WOL and dealing with older type plans

9 September – Compliance processes, price v quality & understanding of benefits/features available

1 October – Underwriting flexibility

4 November – Annual statements

2 December – How did we do in 2025 and what are you wishes for 2026?

Adviser wishes for 2025 – December Forum recap

ADVISER WISHES FOR 2025The second half of our recent Protection Forum focused on advisers’ aspirations for 2025, highlighting the need for greater flexibility, accessibility, and customer focus in the protection industry. A key theme was flexible insurance contracts....

How did we do in 2024? December Forum Recap

How did we do in 2024?The first half of our recent Protection Forum reviewed 2024, celebrating successes while identifying areas for improvement. Collaboration was a key theme, with advisers and insurers working together to prioritise customer needs and embrace a...

Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective? – Forum recap part 2

In the second half of our November forum, experts gathered to explore the critical topic of protection options—joint life, single life, and menu plans—and how these choices impact consumers. With evolving family dynamics and increased financial complexity, traditional...

Single Life, Joint Life and Menu Plans – What are the best options from a consumer perspective? – Forum recap part 1

The latest Protection Forum explored the best consumer options among single life, joint life, and menu plans, featuring insights from experts Zoe Priselac, Colin Baxter, and Emma Astley. Zoe highlighted that single life policies offer critical flexibility, ensuring...

Register for Consumer Duty Protection training sessions

Optimise your Consumer Duty Compliance and increase your income : Seamlessly Integrate Protection into Your Mortgage Process Join us for a webinar to learn more. These sessions are designed for existing and new Protection Guru users.  Consumer Duty requires advisers...

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