"To reduce the protection gap, mortgage brokers must cross into ‘unfamiliar territory’ and educate themselves on protection, whether that’s individual or group risk products."
- Tabitha Lambie, Editor of Protection Reporter
‘Let’s Talk Protection’ will feature four workshops designed to keep mortgage brokers up to date on shifting customer milestones, protection conversations, and the Financial Conduct Authority’s (FCA) Consumer Duty.
In the first session, ‘Later Life Milestones – A New Blueprint for Protection’, Claire Bostock (HSBC Life UK) and Paul Roberts (CIExpert) will explore how the average age of first-time buyers (FTBs) has shifted dramatically over the last five decades.
They will discuss the profound impact this has had on the insurance industry, and the protection gaps that customers now face at key points in their journey.
Following this, Nick Erskine (Zurich UK) and Jasmine Astley (Scottish Widows) will lead ‘Adviser Tools for Protection Conversations’, helping brokers discover useful resources to ensure protection remains a central part of every mortgage conversation.
In the third workshop, ‘If You Can’t Write it, Refer it’, Ed Axon (LifeSearch) and Martin O’Connell (The Protection Revolution) will focus on the value of referral partnerships for advisers who don’t specialise in protection, how it works, and why ‘referring rather than avoiding’ is a win-win situation.
In the final session of the day, ‘Spotting Vulnerability Red Flags in Protection Advice’, Andrew Gething (MorganAsh) will provide brokers with advice on recognising vulnerability in customers, as well as supportive communication strategies.
MAE Manchester will take place on 24th September at Bowlers Exhibition Centre, and will feature over 50 exhibitors representing lenders, providers and ancillaries from across the UK.
The event will also feature 7 additional seminars across the Main Theatre and Futures Theatre, exploring everything from the FTB affordability squeeze and specialist lending to building societies and technology in the home buying process.
Furthermore, Pepper Money UK’s Retreat Zone will return following a successful debut at MAE London. This will be a space for attendees to unwind and will include guided breathwork and wellbeing sessions.
MAE Manchester is free to attend for all intermediaries, with free on-site parking, lunch, and refreshments.
To see the full event lineup for MAE Manchester and to register your place, click here
“To reduce the protection gap, mortgage brokers must cross into ‘unfamiliar territory’ and educate themselves on protection, whether that’s individual or group risk products. Buying a first home is the most common milestone for taking out protection, so mortgage brokers are perfectly positioned to write it - or refer it.
“These workshops offer practical guidance to assist them with protection conversations, from adviser tools to identifying vulnerable customers,” said Tabitha Lambie, Editor of Protection Reporter.
Andy Shields, founder of MAE, added: “We’re so excited to be adding the Let’s Talk Protection series to our events programme at MAE Manchester.
“In today’s ever-evolving market, it’s vital that brokers understand the importance of protection and stay informed on how it can help their customers and business. It’s a no-brainer that these expert-led workshops would be a part of the educational content on offer.”
