Training
Improve your knowledge & understanding of the protection industry
LATEST NEWS:
We have provisionally agreed the following new IFA training dates around the UK:
• 22 May - Leeds
• 25 July - Bristol
• 11 Sept - London
• 18 Sept - Bournemouth
• 2 Oct - Exeter
• 9 Oct - London
Contact us for more details.
Background
Last year Protection Review, the independent protection expert, teamed up with the Personal Finance Society to provide independent specialist protection training aimed at improving knowledge and understanding of the protection industry at all levels.
The first sessions, which were open to anyone to attend including advisers, distributors, para-planners and sponsors, were hosted by Swiss Re at St Mary Axe (The Gherkin) across September and October with appropriate CPD credits available.
We intend to run a number of sessions in 2012, which will again cover all aspects of the industry on an interactive/debate basis including an overview of the market, products, sales, underwriting, claims, technical product details and technology as well as looking at the need for protection, how to introduce the subject and how to overcome objections.
The sessions are delivered ex-adviser Kevin Carr, with support from protection experts including award winning IFAs such as Peter Chadborn of Plan Money and Roy McLoughlin of Master Adviser, as well as independent underwriting experts such as Jerry Brown (ex-Swiss Re), Stuart Johnson (Partner Re) and Andrew Wibberley (Swiss Re).
Fay Goddard, CEO of the Personal Finance Society (PFS), stated: "As the leading professional body for financial advisers, our mission is to guide the financial advice community towards higher levels of professionalism. The PFS is always keen to support initiatives designed to improve the quality of advice. We believe these sessions will bring benefits to both advisers and their clients.”
Peter Chadborn of IFA Plan Money said: "With the exception of some good provider seminars and marketing material there is precious little protection-focused training available in the industry. Individual provider seminars are very welcome although they tend, naturally, to promote the wares of the host. There is therefore a need for well-informed, broad-ranging independent protection training, hosted by an unbiased source.”
The half day sessions cost £50.00; however, attendance is free for adviser/intermediary PFS members. There are a limited number of places and availability is on a first come first served basis so it is best to register early.
Protection Review CEO, Kevin Carr, said: “The idea of unbiased protection training has been called for and talked about for as long as I can remember. One of our key aims is for this training to be delivered by independent experts, including intermediaries, with the core purpose of improving knowledge and understanding of the protection industry, without promoting any specific companies or products.”
2012 sponsors include: Ageas Protect, Capita, Pacific Life Re, Friends Life, Gen Re, Scor, Avelo, Exeter Friendly, LV=, Direct Life, British Friendly, Unum, Legal & General, Hannover Life Re (UK), RGA, Bright Grey, Scottish Provident, PruProtect, Swiss Re, Partner Re & Zurich.
More details will be announced soon.
“The Protection Review seminar was a breath of fresh air for protection training. No sponsor companies doing spots, no weighted presentations due to the venue being provided. The format of asking questions as soon as they occur is very useful and not often offered these days. The protection Review provides an excellent independent format.”
Shaun Ginley, Principal
Magic Mortgages
"I attended the Protection Review training as a refresher as I always find it useful to hear what is going on in the market and also what my peers are doing. The training was quite basic to begin with, however it became much more technical and I picked up some very good tips. More importantly it made me focus much more on the importance of protection. I've been to a number of seminars with fund managers talking about investments but surprisingly few with regards to protection. It was also convenient to have experienced specialists on hand to answer any questions without any bias."
Yvonne Bavin, Independent Financial Adviser