Welcome to Forward Thinking with Vitality, a new CPD-accredited webinar series for advisers exploring the hottest industry topics impacting an ever-changing market. Because the world is moving fast, health and protection also needs to.
With interest rates rising and inflation still high, the protection market continues to face a raft of economic headwinds during the cost of living crisis. With Consumer Duty now upon us, there is more emphasis than ever on meeting client needs, delivering fair value and avoiding foreseeable harm. This has put protection in the spotlight at a time when client budgets are squeezed and persistency is under pressure. In this 45-minute webinar, we’ll explore how protection advisers can maximise the opportunities available on the market to ensure their businesses thrive in an ever-challenging climate.
Chair: Rob Harvey, Adviser Editor
Panel: Matthew Chapman, Plus Financial; Charlotte Nixon, Quilter; Gary King, Vitality
Agenda
Navigating the challenges of a volatile market
How products are evolving to meet the changing needs of clients
Rob Harvey, who previously worked as an analyst for Protection Guru and as Head of Protection for adviser firm Drewberry, currently leads the Adviser Content strategy for Vitality.