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.

More on Adviser / Broking

Barnett Waddingham appoints non-exec chair

Barnett Waddingham appoints non-exec chair

Baroness Helena Morrissey takes the role

Cameron Roberts
clock 25 November 2024 • 1 min read
Opportunities for the life insurance industry from Budget proposals

Opportunities for the life insurance industry from Budget proposals

Protection driven by IHT changes

Paula Steele
clock 22 November 2024 • 4 min read
Claims and Underwriting: Securing cover with liver disease

Claims and Underwriting: Securing cover with liver disease

“It was racing against the clock”

Jaskeet Briah
clock 21 November 2024 • 6 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read