Protection Review training dates announced

The first two sessions will be hosted by Swiss Re at St Mary Axe, London on Thursday 15th September and Thursday 13th October.

Sessions are open to anyone to attend including advisers, distributors, para-planners and life office staff.

The sessions will be delivered by Protection Review chief executive, Kevin Carr with support from protection experts including IFAs and independent underwriters such as Peter Chadborn of Plan Money, Roy McLoughlin of Master Adviser and independent underwriting expert Jerry Brown.

Training will cover all aspects of the market on an interactive basis including products, sales, underwriting, claims and technology as well as looking at the need for protection, how to introduce the subject into conversations and how to overcome objections.

Fay Goddard, chief executive of the PFS, said: “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.”

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 products.”

Chadborn, 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.”