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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.

View our upcoming forum discussion topics
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2024 Meeting dates

All sessions will be held as virtual meetings.

 NEXT MEETING:

  Tuesday 5 November – discussion “Single Life, Joint Life and Menu Plans – what are the best options from a consumer perspective?“

FUTURE MEETINGS:

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

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

Register for Consumer Duty Protection training sessions

by | 25th October 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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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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Safeguarding Your World: Trusts, Wills, and LPAs

by | 11th September 2024 | Events | 0 Comments

For the first half of our September Protection Forum we heard from panellists who discussed 'Trust, Wills & LPA’s – How to introduce and when to write them':​ ​ Scott Taylor-Barr, Principal Adviser, Barnsdale Financial Management ​ Mark Thorne, Propositions...
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Claims, Consumer Duty and Added Value Benefits – Everything we discussed in our recent forums

by | 19th July 2024 | Events, Everything you need to know | 0 Comments

Our latest forums produced lively debate and record numbers of attendees. Whether we were discussing how to improve claims processes, Consumer Duty or added value benefits, advisers were keen to share their thoughts on how the industry can improve and insurers keen to...
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