Following his popular Assembly debut in February, Jon Hall returns to finish his exploration of protection essentials at 1pm on Wednesday 2 April 2025.
And this time it’s the essentials of business protection that the Scottish Widows’ protection expert will be focusing on.
And with good reason.
A Swiss Re report in 2024 claimed that of almost 1.4 million new protection policies sold in the UK in 2023, just 2.8% were related to business protection and relevant life policies [1]. And in a country where 99.8% of the 5.6 million privately owned businesses are SMEs – that’s according to the UK Government data – it doesn’t half seem like there’s a BIG business protection gap in the UK. (The source of those stats, you ask? See below.)
The chances are you’ll have business owners among your clients. And plenty of you run your own businesses as outsourced and freelance paraplanners.
So what happens when someone running a business becomes critically ill or dies? What steps can you take to address the risk? How do you start a conversation about business protection?
Tune in to hear Jon as he shares his expertise on:
- The business protection gap and what this means for SMEs
- How to start meaningful conversations with business owners about their protection needs
- Technically, what’s essential for robust business continuity planning?
- The range of solutions available – from key person and loan protection to shareholder protection and relevant life cover
- What’s the difference between shareholder and option agreements?
- What’s the role of trusts as part of business protection arrangements?
- Tax and efficiencies for businesses and individuals
Whether you want to develop your knowledge or make sure clients with business have the right plans in place, you’ll find this Assembly really valuable.
PS.
Shortly after the event, Jon popped over to The Big Tent and answered questions that paraplanners had raised during the gathering, but he hadn’t had time to answer live, in a dedicated thread. Be sure to take a look at his responses.
