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Protection Review and PFS partner on protection training

The Protection Review and the Personal Finance Society are offering independent training sessions for advisers who want to improve their knowledge of the protection market.

The training is to open to advisers, distributors, paraplanners and life office staff and will be hosted by Swiss Re at the Swiss Re tower in London. The first two sessions will be held on September 15 and October 13.

It will cover areas such as products, sales, underwriting, claims and technology. The sessions will also address the need for protection, and provide help for advisers around introducing protection into conversations with clients and overcoming objections.

The sessions will be delivered by Protection Review chief executive Kevin Carr (pictured), who is also a former adviser, and by other protection experts including Plan Money director Peter Chadborn, Master Adviser senior partner Roy McLoughlin, and independent underwriting expert Jerry Brown.

The training sessions cost £50 to attend but are free for PFS members.

Protection Review chief executive Kevin Carr says: “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 products.”

PFS chief executive Fay Goddard says: “As a professional body, 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.”


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