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Help us help you and and you could win £100

Help us help you and and you could win £100

FTRC (Protection Guru’s parent company) is continually looking to ensure that we have a clear understanding of adviser firms’ priorities and how these change over time. This will help us provide evidence of the extent of adviser support for change and in time additional tools to complement the extensive amount of free data and analysis we can offer via this site.  The survey below is designed to address a wider range of issues advisers have raised with us in 2023.

The survey is designed to be concise and straightforward, taking approximately 20 minutes to complete. While there are around 90 questions, 70 of them require only yes, no, or don’t know answers, making it easy to navigate. It does need to be completed in a single session.

The results will be used to design the content for our forthcoming forums and free events for advisers in 2024 to help drive forward the sort of evolution in technology and evolution we find advisers asking for.

As a thank you we will be selecting 5 entries at random to receive £100 in Amazon Vouchers if completed by the end of July and consent is provided. The winners will be announced shortly thereafter.

Complete survey here

 

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About The Author

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Jo joined Protection Guru from LV= in July 2023 and is passionate about protection products and providing the best outcomes for clients. Her background has seen her working with advisers, mortgage brokers and wealth managers, giving her an extensive knowledge of the challenges facing these different groups when it comes to introducing protection insurance with their clients. As part of the Protection Guru team she will be primarily looking after relationships with insurers but also liaising with advisers who have signed up for the PGP service. In her spare time Jo loves travelling and exploring new cultures, cooking, reading and also has two miniature dachshund puppies who keep her busy.”

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