Expert insight, analysis and commentary across the entire protection industry.

2018 Highlights Video - Conference, Dinner and Awards

by Roger Edwards 30/08/18 Category: Latest News

Your feedback suggests the 2018 Protection Review Conference, Dinner and Awards was the best ever.  One adviser even said the conference, in his opinion, was the best financial services event he'd ever been to. Here are some highlights of the day in our new video. If you want to partner with us in 2019 - please get in touch.
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2018 Conference Slides

17/07/18 Content

Slides from the 2018 Protection Review conference can be viewed by following the links below: Keynote Address: Pete Matthew, Meaningful Money, click here Session 1: Helen White, CII click here and see also for the report that Helen referred to. James Daley, Fairer Finance, click here Hema Tank, The London Institute of Banking & Finance, click here Session 2: Luke Ashworth, ProtectionGeek, click here Session 3: Phillip Bray, Yardstick Agency, click here Paul Yates and Steph Hydon, iPipeline, click here   If you were one of the many dinner guests who enjoyed Rhys Williams' pre dinner speech, you can see the…
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2018 Award Winners announced!

13/07/18 Latest News

Congratulations to all of our award winners from Protection Review 2018. The full list of winners is below and you can see pictures of our winners here Young Achiever Award in association with Zurich WINNER: Mollie Burdge (Future Proof) Life and Health Claims Award in association with the Health Claims Forum WINNER: Aegon Innovation Award in association with Gen Re WINNER: Royal London Best New Product in association with DST WINNER: AIG Underwriter of the Year in association with Hannover Re UK Life Branch WINNER: Royal London Health Insurance Adviser of the Year in association with Vitality WINNER: Assured Futures Individual Protection Adviser of the Year…
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5QI, Pete Matthew, Meaningful Money

25/06/18 5QI

1. What was the first record/CD/download you can remember buying? Oh the shame! "My Prerogative" by Bobby Brown and "Rocket" by Def Leppard (much better) both my first singles, bought on the same day in 1988 (I was 13). 2. What is your biggest pet hate about the world of financial services? I hate that too many advisers try and sell themselves on stuff they're not qualified to do, like manage portfolios, and that they start from what they can get out of the clients, rather than what the client wants/needs. 3. What is your favourite film, and why? Tough…
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