Unbiased training given thumbs-up by advisers

clock • 2 min read

The Protection Review's independent training has been warmly received by advisers who attended the first two sessions and it is now hoping to arrange further dates next year.

Feedback from the vast majority of intermediaries who rated the events organised in association with the Personal Finance Society (PFS) as either good or excellent.

Overall, the sessions achieved a score of 4.6 out of five with many comments suggesting a longer timetable to cover more topics and the desire to also examine compliance and selling techniques.

Yvonne Bavin, an adviser at H J P Independent Financial Advisers, applauded the sessions and appreciated having specialists available to answer queries.

"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 what my peers are doing," she said.

"The training was quite basic to begin with, however it became 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," she added.

Catherine Hamer, a paraplanner at Menzies Wealth Management, said the events had also been valuable to her role.

"It really helped me become confident in how I have been researching protection cases and as a paraplanner, I now feel more confident in the solution I am finding for my advisers," she said.

"I think everyone should attend this course even if they feel they know protection inside out as some of the debates that were had were very interesting.

"Finally, there were many ideas of how to increase sales of protection which I will find useful as I am training to become a financial planner."

Kevin Carr, CEO of the Protection Review, was delighted with the response and hoped to build on the industry wide support with further sessions.

"We got the industry to join up so that this could happen - every main provider and reinsurer has supported it - the challenge will be keeping it going in 2012, but the demand is clearly there and the format clearly works," he said.

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