Ian McKenna’s Post

Protection Guru is #hiring, following Joanne Legg's promotion, we are delighted to be seeking another member to join the #LifeInsuance industry's premier technical research team. Full details of the role are shown in the link below if you or someone you know is #PassionateAboutProtection and want to apply and grow your skills as part of a team dedicated to helping the industry protect more people please DM me via LinkedIn or tag me in the comments below. Please share this with anyone you think may be suitable. Thanks for your help.

Outstanding #Insight from Life Happens & LIMRA on how many people do not have #LifeInsurance. How would the UK compare? Not well I fear, how can we address the #ProtectionGap?

Do we have the wrong approach to #ClimateChange, it is certainly real but why are we not using humanity's ingenuity to find solutions to the problem? Here are some #PositiveThoughts for you Monday morning. Let's all be amazing and find solutions to the problems of the modern world rather than just complaining about them. #HappyMonday

Will online become the preferred #LifeInsurance purchase method for younger consumers? A disturbing message from Swiss Re. Interestingly this conflicts with research recently conducted (and yet to be published) in the UK by Financial Technology Research Centre (FTRC) as part of a wider study. I would like to know with Swiss Re have carried out the same analysis in other jurisdictions. What can advisers do to educate consumers on the benefits of #Advice vs a purely online service?

A really important step to see the #US & #UK Governments sign a collaboration agreement on #AI Great to see our respective governments agreeing cooperation to make both countries a good place to work with #ArtificialIntelligence

Very significant news for UK #FinancialPlanners this shows the opportunity of #PuttingAFinancialPlaninClientsPocket. Services like #Tram from Dynamic Planner and intelliflo #PersonalFinancePortal can transform the #CustomerExperience. Look out for analysis from AdviserSoftware.com soon on the extent of consumer demand for such services.

Not good news for Vanguard with the outcome of ASIC’s first #Greenwashing case. The admissions in the case make grim reading for any adviser who might have relied on #Vanguard for clients #ESG requirements. They key question must be will Vanguard indemnify #Advisers in respect of any claims against them? Also will we see similar action from the U.S. Securities and Exchange Commission & Financial Conduct Authority? Great reporting by Money Management Australia

With the Financial Conduct Authority focusing on #OngoingAdviceFees there has never been a better time to look at how technology can help advisers meet their #ConsumerDuty obligations. The next Consumer Duty Alliance #TechForum on 11th April will address this. Hear from adviser firms putting tech at the heart of their processes. You can register from the linlk below. Please feel free to add comments or questions you would like to see addressed in the comments below. #AdviceTech #FinTech #AdviceFees

I'm delighted to announce that this year, the Protection Guru awards will for the first time include Awards for #AdviveTech providers. If you supply technology to #LifeInsurance or #MortgageAdvisers, click the link below to see the categories you can answer

Five years ago this month Adam Higgs and I started creating content for a service called Protection Guru. We have just announced our growth figures for last year of which we are very proud. It has been a wonderful ride as the service goes from strength to strength and there are a lot more new services we are working on to further grow the #Protection market. Please add your thoughts on Protection Guru over the last 5 years below. Thanks to Megan Rose Bratley at IFA Magazine for being the first to cover these results and the other special announcements in the article below (well worth clicking on to read more, including some things you probably do not know).