The 2024 Protection Landscape (10:00am - 10:30am)

The protection market saw a great amount of change and development during 2023, in terms of technology, products, regulation, and much more. So, as we begin a new year, what does the sector look like for advisers at start of 2024? In this session, our panel of experts, explore the challenges and opportunities currently facing us, and what’s on the horizon for the coming months.

Hosted by Emma Vaughan, Head of Protection and Health Solutions, SimplyBiz

Featuring:

• Dan Wall, Strategic Account Manager, Aviva
• Paul Roberts, National Account Manager, Guardian
• Jo Wilkie, Strategic Partnership Manager, Cirencester
• Sunny Solanki, Director & Board Member, Usay Compare

Increasing Flexibility in the Protection Market/We're Flexi and We Know It! (10:30am - 11:00am)

One of the major trends we saw in the 2023 market was increasing flexibility from providers, in terms of products and add-ons. With increasing emphasis on understanding, and meeting, the individual requirements of clients, and growing diversity in what clients need from protection cover, this is something we can only expect to see continue throughout 2024. But in which areas is flexibility most needed? And how can advisers ensure that they understand the full spectrum of what’s available to them, and their clients?

Hosted by Emma Vaughan, Head of Protection and Health Solutions, SimplyBiz

Featuring:

• Paula Goodall, Strategic Protection Specialist, Zurich
• Claire Bostock, Senior Business Development Manager, HSBC Life
• Nicola Taylor, Key Account Manager, The Exeter
• Trevor Head, Senior Protection Specialist, AIG Life

What's next for tech? (11:00am - 11:30am)

FinTech has developed so rapidly over the past few years, including in the protection sector, that it can sometimes be difficult to keep up with what’s available – let alone how different solutions work together, where they can save you money and time, and how to work out what will work best for your needs. In this session, our expert panel will take a deep dive into the areas where technology can add efficiencies into the protection advice process, and help you understand which solution could best support you.

Hosted by Emma Vaughan, Head of Protection and Health Solutions, SimplyBiz

Featuring:

• Stephanie Hydon, Director, Client Distribution, iPipeline
• Paul Roberts, Propositions & Distribution Director, CIExpert
• Tom Whelan, Head of Customer Success, Defaqto