What People Are Saying 

…About FTRC’s Protection Forum

“Since taking part in the Protection Guru meetings, I have met some amazing advisers.”

-- Emma Astley, Cover My Bubble

“I learnt a huge amount and it was encouraging to see so many like-minded people from various different roles within the industry offer their perspective but with a clear desire to make a positive difference within the protection space.”

-- Matthew Chapman, Plus Financial

“It was really useful and informative and also morale boosting to see and hear the views and comments from so many people that are passionate about what they do and who clearly put the client at the centre of that.”

-- Caroline Ashton, Highwood Financial Services

“Very insightful session which not only raises important points that the industry should be discussing, but also useful as a reminder of some initiatives that we can do as a business to better serve our customers.”

-- Zanele Sibanda, Towergate Health and Protection

“An excellent forum, that is right on point for our business. Driving Financial Protection forward and giving clients real advice is what we are dedicated to so both Items on the agenda are extremally important to us. I am looking forward in being involved in more in the future and will share ideas we develop as a company to help all our clients get the right protection even in the hardest of circumstances.”

-- Simon Scott, 3 Pillars Financial Planning

“I found it very informative not only listening to people I would call experts but also peers who have similar thoughts, working practices and likely frustrations. I would be keen to attend each meeting as I believe that by working as a team, we can influence the way the industry as whole makes decisions.”

-- Protection Forum Participant

 “It’s interesting to hear other industry experts opinions. As a protection only specialist of 12 years there’s things we do already that others don’t and there is still a lot insurers can do to make our job easier.”

-- Adam Kaplan, Pendragon Protect

“It was really nice to be included and I am really excited about referring any clients that we cannot protect to the specialists in the industry.”

-- Louise Potts, Renew Financial Management

 “Pleasing to see so many participants.  I like the idea of taking a specific subject, discussing it in more detail with the ultimate aim of agreeing actions to make a difference.”

-- Neil Jackson, Paradigm Mortgage Services

“Receiving the agenda gave me the opportunity to choose the areas where I wanted to share my thoughts and that was very helpful.  The ideas that came out of the discussion were great.”

-- Protection Forum Participant