Do you find that, even though you spend each and every day working on financial plans for clients, you hardly ever get mixed up in protection? 

Well you’re not alone. Because despite being a foundational long-term financial security, for paraplanners, the topic of protection often takes a back seat compared to consideration of investment and retirement strategies.

Which invites the question: what happens to that carefully crafted financial plan if a client’s income falls or they’re faced with the financial consequences of a bout of serious illness or worse? 

To find out tune into the recording of this Assembly held online on 5 February 2025 when Jon Hall, protection specialist at Scottish Widows, joined us to explore protection essentials for paraplanners including:

• Why protection deserves a place in holistic financial planning (and how to make the case for it)
• Current trends in the protection market and how to tackle common misconceptions
• The fundamentals: from product types and processes to remuneration options
• Practical tools and technology that can help you research and recommend solutions

Straight after the event, Jon popped over to The Big Tent and created a thread where he answered questions that paraplanners had raised during the gathering but he hadn’t had time to answer live. Be sure to take a look at his responses.

Jon has shared a number of links and downloads – some of which he mentioned during his talk.

CPD: request your certificate

Jon's post-Assembly Q&A in The Big Tent

Protection facts

Better protection conversations

Scottish Widows' protection recommendation tool

Five protection myths

Guide to Scottish Widows’ Protect proposition

Jon also mentioned these tools which paraplanners should know about (if you don't already):

UnderwriteMe

CI Expert

ProtectionGuru Pro

Defaqto Matrix

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