The Adviser Issue 5 | Page 61

ADVISER MATTERS

YOUR PROTECTION ROUNDUP

Its been a busy first half of the year for protection , with a whole host of activity taking place . Below are just a few of the highlights , and a look at what ’ s still to come :

Protection focus on vulnerability As part of our Vulnerable Clients Week , we ran an exclusive session on how the protection sector is working to support advisers dealing with vulnerable clients . The event included our own Emma Vaughan , Head of Protection Services , and Jamie Page and Jack Southcott of the The Exeter and is viewable now via the AdviserMediaPlayer .
Protection Focus Week We ran our first dedicated focus week of the year back in April , where we invited our SimplyProtect panel to work with us on delivering a variety of content and material to Members and Clients to promote the benefits of protection . Look out for more dedicated focus week ’ s coming your way throughout the year .
The Protection Adviser Sibling to The Adviser , our dedicated protection publication landed with you earlier in the summer . Experts both from within SimplyBiz and our handpicked specialist partners contributed to this edition , and we hope you found it interesting and valuable . Look out for the next edition , coming your way this autumn .
EDITION 1 | SPRING / SUMMER 2022
Enhancing our provider partnerships In April , we were delighted to announce that we ’ ve partnered with group life , income protection and critical illness provider , YuLife . We ’ ll be working closely with YuLife to deliver relevant messages to our Member and Client firms on market trends , product development , evolving tech in the protection space and delivering good outcomes for clients . In May , we announced our new endorsed protection referral service through Caspian Insurance . So , if you need a home for your protection clients and their needs , Caspian are on hand to work with you to ensure those clients get the best possible outcomes .
Don ’ t forget to check out SimplyProtect , exclusive to Members and Clients , via our website today – designed to support every step of your protection proposition .
‘ Do unto others ...’ What will the Consumer Duty mean for protection advice ?
Move on up Don ’ t settle for ‘ the new normal ’ in 2022
Back on the road ! We ’ d love to see you at our biggest and best event programme yet !
EDITION 1 , SPRING / SUMMER 2022
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For further information on our protection services , including our extensive protection events and webinar programme , visit the protection area of your Member / Client website .
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