PRIMIS and PTFS to hold protection workshops

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PRIMIS and Personal Touch Financial Services (PTFS) have begun taking registrations for their series of ‘Autumn Protection Workshops’.

Available to all advisers who are part of the PRIMIS and PTFS networks, the workshops focus on the knowledge and skills advisers need to be able to grow their protection business.

The workshops provide attendees with the opportunity to share and exchange knowledge with like-minded advisers, focusing on market developments and how these can directly impact their protection business.

The events are being held at the end of November and throughout December and are open to brokers across the UK. The dates are locations are as follows:

  • 29 November: Crowne Plaza, Newcastle
  • 4 December: DoubleTree Hilton Cadbury House
  • 5 December: DoubleTree Hilton Hotel London
  • 11 December: Best Western Plus Birmingham
  • 11 December: NEC Manor Hotel Meriden
  • 12 December: Crowne Plaza Glasgow
  • 13 December: Hilton Leeds City
  • 13 December: Radisson Blu Belfast
  • 18 December: Hilton Manchester Deansgate

Attendees will also hear from PRIMIS and PTFS panel providers on their latest protection propositions and how this is set to affect brokers within the networks.

The PRIMIS and PTFS networks now sell more protection that mortgages

Toni Smith (pictured), chief operating officer at PRIMIS and PTFS, said: “Following on from the success of our Spring Protection Workshops, we are very excited to be hosting another series this autumn.

“The PRIMIS and PTFS motto is ‘every pound of lending is a pound that needs protecting’ – we believe that every time a broker sees or interacts with a client, they should be thinking about protection. We hope that advisers leave our workshops feeling more confident to have these all-important conversations with clients.

“As an industry, we should be doing more to encourage brokers not to be embarrassed about having these conversations – it’s the most important piece of advice and support they can offer any client.

“Every broker has a moral obligation and duty of care to ensure that their clients understand the importance of protection and choose the right products for them and their circumstances.”

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