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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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2024 Meeting dates

All sessions will be held as virtual meetings.

 NEXT MEETING:

 Tuesday 3 December – discussion “How did we do in 2024 and what are your wishes for 2025?”

 This will be a look back at what the protection industry did well (or where there could have been improvement) over  the past year, and a “Christmas wish list” of what Forum participants would like to see in 2025.

FUTURE MEETINGS:

Details of our 2025 meeting dates and discussion topics will be published shortly.

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

by | 19th November 2024 | Events | 0 Comments

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...
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Register for Consumer Duty Protection training sessions

by | 15th November 2024 | Adviser Insights, Events | 0 Comments

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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Consumer Duty Alliance Protection Forum

by | 4th November 2024 | Consumer Duty, Events | 0 Comments

This new Consumer Duty Alliance Forum focuses on protection and helping firms meet their Duty obligations in this area with practical insights to aid planning for 2025. Chair, Ian Mckenna, and his expert guests will discuss what Consumer Duty means for protection...
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Discussing the FCA’s Pure Protection Review

by | 11th October 2024 | Events | 0 Comments

This Month we discussed the FCA's Pure Protection Review. During the forum, industry experts explored pressing issues like terminal illness cover, with many agreeing that current policies fall short and calling for reform. Guardian was praised for its innovative...
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Hazel Carter’s story

by | 26th September 2024 | Adviser Insights, Events | 0 Comments

Meet Hazel Carter – an inspiring author, speaker, and educator, who shares her deeply personal journey and the vital role financial planning played in her life. In the video below from our recent forum, Hazel reflects on her relationship with her late husband, Alan,...
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