Category: Events
The unintended consequences of post-sales underwriting – February Forum Recap – Part 1
Protection Forum discussion on the unintended consequences of post-sale underwriting, featuring Scott Taylor-Barr and Kath Stagg, exploring consumer detriment, replacement risk, medical record errors, and proposed FCA-focused industry safeguards.
Read More
Pre-sales Underwriting – January Forum Recap – Part Two
The second half of the Protection Forum explored pre-sales underwriting in practice, focusing on complex cases, tool limitations, service standards and adviser frustrations.
Read More
Pre-sales Underwriting – January Forum Recap – Part One
A Protection Forum discussion on pre-sales underwriting, exploring delays, digital tools, transparency and how advisers can improve client outcomes.
Read More
Annual Statements – December Forum Recap Part 2
Explore insights from the December 2025 Protection Forum on annual statements, regulatory requirements, consumer duty, and improving customer outcomes in protection advice.
Read More
Annual Statements – December Forum Recap Part 1
Explore expert insights from our forum session on Annual Statements, featuring practical adviser perspectives and real-world approaches to client engagement.
Read More
Protection Forum (November 2025) – Underwriting flexibility – Part Two
Industry experts Ed Durrell, Michael Chapman and Darren Philp share practical insights into today’s underwriting flexibility, highlighting what works, where challenges remain, and how processes could improve. Listen to the full discussion.
Read More
Protection Forum (November 2025) – Underwriting flexibility – Part One
Industry experts from Cover Direct, Dynamo, Evolve Financial Solutions and SimplyBiz discuss underwriting flexibility — what’s working, where improvements are needed, and how insurers can create a faster, fairer, more transparent protection process.
Read More
Compliance processes, price v quality & understanding of benefits/features available – October Forum recap Part 2
Advisers discuss turning compliance into client value through ongoing service, tailored training and quality-led protection advice.
Read More
Compliance processes, price v quality & understanding of benefits/features available – October Forum recap Part 1
Experts Samm Walker, Tracey Boyd, Ian Merriman and Zoe Priselac discuss how advisers can balance compliance, quality and value in protection advice. Listen to the full forum session for key insights on client-first advice.
Read More
Learn Why not all Life Policies are the Same
Discover why not all life policies are the same. Join our webinars to learn how to compare Life and Mortgage Protection plans, improve client outcomes, and boost your earnings. Sign up for a free trial of Protection Guru Pro today!
Read More
Mental Health Disclosures – July Forum Recap – Part One
Insightful discussion on mental health disclosures in protection advice. Featuring expert views on underwriting, menopause, GP delays, and insurer inconsistencies.
Read More
Growing Protection Advice in the Mortgage Market- June forum recap part two
Expert panellists discuss growing protection in mortgage advice, with a focus on income protection, client engagement and Consumer Duty. Listen to the full session and explore key highlights.
Read More
Contact us
Protection Guru Pro
Digital Directory
Protection Forum
CDA Protection Forum
Cost of Living
Claims facts & Figures
