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A guide to protection essentials for paraplanners

Beginner
Intermediate
Protection
Accredited
Event
Date:

Wednesday 5th February 2025

Location:

Online

Duration

1 HRS 00 MINS

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? 

In other words, what does every self-respecting paraplanner need to know to make sure their clients plans don’t unravel when the unexpected happens unexpectedly?

Protection: get up to speed

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.

Whether you’re new to protection or need a refresher, the recording of this session will help you understand:

  • 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

What you’ll discover when you tune in

Jon brings real-world experience as both a protection specialist and former adviser focusing on high-net-worth and complex cases. He shares insights on how paraplanners can help build protection into the advice process, even in firms where it hasn’t traditionally been a focus.

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.

Speakers

1
Jon Hall
Scottish Widows

Jon has extensive experience of providing independent protection advice across a wide range of different clients and areas of need. More recently, he has been managing Scottish Widows’ relationships with key distribution partners in the industry and specialises in supporting firms and advisers with all aspects of protection advice, strategy and technical guidance.

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