Episode One – Weds 8th July 10:00-12:00 & Episode Two - Thurs 16th July 10:00-12:00
About this event:
The COVID-19 crisis suddenly and very publicly revealed how exposed our society is to sudden income shocks. Never before has financial resilience (or lack of) and the need to protect our most important asset been so real.
Our inaugural Deskflix season Protecting income through COVID-19 and beyond will investigate the impact of the pandemic on protection insurance so far; the growing importance of emotional and practical support services available through policies at this time, as well as tips and tactics for intermediaries starting meaningful conversations about financial resilience and keeping policies in force in this challenging new environment.
Featuring industry leaders and expert guests, this two-part series will feature keynote speakers, partner-led presentations and panel discussions hosted as a digital broadcast beamed directly to your desktops while on lockdown.
Tune in live on the day – or binge on-demand – this virtual event series also features an exhibition hall, interactive Q&As and networking opportunities.
Editor, COVERView Bio
Adam has been the editor of COVER since January 2018. An NCTJ-trained B2B journalist with a consumer publishing background, previously he was the deputy editor of DJ Magazine and has past experience writing about mortgages, captives/global risk and hedge funds. Adam was named ‘Protection Journalist of the Year’ at the Protection Review Awards in 2019, he has been shortlisted for the Headlinemoney Awards twice and COVER was crowned IPTF ‘Income Protection Champion of the Year’ last year amid stiff competition.
Dr Bippon Vinayak
Executive Chairman and Founder, Square HealthView Bio
MBBS(Lon), FRCS(London), FRCS(ORL)
Bippon is the Executive Chairman and Founder of Square Health. He is a doctor by background having held prestigious positions as Clinical Lecturer at the University of Oxford and as Consultant ENT-Facial Plastic Surgeon at the Royal Berkshire Hospital (Reading). He is a Fellow of the Royal College of Surgeons of England and Edinburgh. Bippon ran the Computer Club at University and is passionate about technology. He is a keen golfer and a founder debenture member of Wentworth Golf Club.
Bippon’s unique mix of clinical knowledge and commitment to leading edge technology is driving the vision and strategy which has seen Square Health emerge as the UK’s largest digital healthcare provider. The business builds key strategic Insurer and corporate partnerships by introducing transformational digital innovation with clinical excellence at its core and supported by world class customer centric service provision.
Managing Director, LV= ProtectionView Bio
Debbie Kennedy is Protection Director at leading financial mutual LV=. She has a wealth of experience in the life insurance industry and joined LV= in July 2019 from MLC Life Insurance, based in Melbourne, Australia where she was General Manager Business Design & Change and was previously Chief Underwriting Officer.
Prior to this she was Group Head of Protection Strategy at Royal London. Debbie has also held a number of senior management positions at Scottish Equitable, Swiss Re, AXA and Capita. Her focus has been on creating innovative solutions for the Protection market. From first to market predictive underwriting solutions to condition specific products for customers with Diabetes and those requiring Mental Health support she is interested in the power of digital to make propositions relevant and engaging for today’s customers as well as customers of the future.
Protection Proposition Director, Mortage Advice BureauView Bio
Andy has been in the industry for over 30 years – with 20 years specialising in protection sales. His experience has been gained with providers London & Manchester, Legal & General and Aegon.
Over the last eight years Andy has worked with large distribution networks – while head of protection at Intrinsic, protection sales grew from £29m to £82m over a five year period. Since joining MAB in 2017, Andy has implemented a new award winning protection process, integrated SolutionBuilder into MidasPro, launched LV onto MAB’s protection panel and created B&C InstantQuote for buildings & contents insurance again using MidasPro technology…
Andy is passionate about protection and continues champion the very best customer outcomes.
Head of Protection Marketing & External Affairs, LV=View Bio
With 30 years’ industry experience, Justin oversees intermediary marketing and is a regular media spokesperson for LV= Protection.
A multi-award winning marketer, Justin’s big work-oriented mission is ‘translating the complex into the simple’, and making protection more straightforward, more real-life and more emotionally engaging.
As an adviser, Justin sold his first IP policy (it was PHI back then) in 1990. Protecting income remains a passion of his, and he’s actively involved flying the IP flag through work with trade bodies, government, fellow providers and day-to-day support for advisers. He’s the proud father of the LV= Risk Reality Calculator - the simple tool powering thousands of ‘more emotionally connected’ protection conversations between advisers and clients.
Marketing Director, Square HealthView Bio
Steve has over thirty years’ experience working in the life insurance
market in the UK, Europe and the Far East. A Chartered Insurer, he
has been responsible for some of the more innovative developments
within the protection market specifically wrapping around the
customer. This includes premium discounts under critical illness
policies, the introduction and development of second opinion
services in the UK, as well as developing propositions to turn the
inconvenience of a health screening into a positive one for the customer.
Originally training as an underwriter, Steve has extensive experience of
working in product development, distribution management and risk
assessment. Currently he is a board member for LegaCare and ILAG.
Campaigns and Proposition Director, Sesame Bankhall GroupView Bio
Jeff Woods is Campaigns and Proposition Director for Sesame Bankhall Group and is responsible, amongst other things for the SBG Protection Proposition.
Jeff has been in the industry for 30 years and has held a number of senior positions across Life Providers, Networks, Advisory Firms and corporate estate agency.
Jeff’s financial services background has a strong protection focus and he is passionate about trying to make a difference to the end consumer, and Advisers alike, to raise the profile and need for protection.
Managing Director, Heath Protection SolutionsView Bio
Naomi started her career working in the corporate space of the Life Assurance sector in 2002, helping advisers understand the products available in the UK market whilst giving training and development on the benefits of personal and business products.
In 2014 Naomi founded specialist brokerage Heath Protection Solutions, which offers Private Clients and Businesses whole of market advice on a full range of insurance solutions. In addition to running her own business Naomi has brought her deep understanding of the UK life assurance market to LDNfinance as Protection Director, where she supports the development of their protection advice to mortgage clients.
Naomi has become an Ambassador for the Chartered Insurance Institute (CII), working to raise awareness of the importance of protection products for women. She speaks at events in London on the education and guidance of young women and the importance of protecting their futures regularly appearing at events such as ‘She’s on the Money’.
Recently awarded the Woman of the year in Protection Advice Award at the Women in Financial Awards 2019, Naomi looks to continue raising the awareness of the need for Protection Advice by supporting the education of both brokers and clients.
CEO, Future ProofView Bio
David has over 20 years of experience within the industry and founded the company based on wanting to provide clients with quality, clear and friendly advice. He believes that a client relationship is on-going rather than transactional and the company has been positioned to help clients adjust their protection cover to reflect their changing circumstances. David is responsible for Future Proof's strategic business partnerships and its on-going growth.
Commercial Director, Assured FuturesView Bio
Ian is a protection industry stalwart forging a respected reputation over 34 year in Financial Services. 31 Years with A-Plan group, 20 years as AFL Managing Director until recently reviewing his priorities and creating the commercial Director position. Ian led AFL through 20 years of year on year growth taking the team from 7 people to 120, developing an expertise in several protection areas particularly Private Medical Insurance, Income Protection and Life Insurance.
A founder member of the PDG and a member of the IPTF, AMII and Protect Association. Ian designed and delivered the UKs first online price comparison services for PMI, IP and Over 50s Life Insurance which has been adopted by various PCWs over the years including comparethemarket.com and Moneysupermarket.
He holds the CII Diploma in Financial Services, is Cemap Qualified and completed the IOD Certificate in Company Directorship.
Business Development Manager, LV=View Bio
Donna Morgan is a Business Development Manager for LV=, overseeing the London region. Her career has been dedicated to financial services, before she joined LV= in 2019 she worked as a sales manager for a well-known London brokerage and high street bank.
Donna has extensive client direct experience and is familiar with the challenges and opportunities the Protection market presents. She is passionate about working with advisers to maximise their Protection revenue, by tailoring LV= products and features to meet unique client needs, or to help overcome objections.
Recently Donna hosted a session for the popular LV= Refreshinar series, a webinar programme which reached 1000’s of advisers, where she presented on Income Protection.
Head of Protection, L&C MortgagesView Bio
L&C is the UK’s leading fee free mortgage broker, offering advice on products from across the mortgage and protection market to borrowers throughout the UK from its offices in Bath, Newcastle and London.
Lucy joined L&C in 2000 as a mortgage and protection adviser and has held a variety of roles prior to appointment as Head of Protection in 2013. She manages the strategic development of protection for L&C as well as working with the wider industry to develop products and processes that deliver better protection outcomes for customers. This has included the piloting of new products and processes within L&C, the development of enhanced products with industry providers and contribution to the wider education of consumers about the need for protection.
Protection Sales Director, LV=View Bio
Mike has been in Financial Services for 33 years, predominately dealing with advisers, and is the Protection Sales Director at LV.
He joined LV in November 2010 from Progress, the award winning protection business where he was Head of Sales & Marketing. Prior to this Mike held a number of senior roles at Swiss Life. Mike’s focus at LV has been on working with a highly regarded, professional sales team who seek to help and support advisers develop their business.
Head of Operations, Roxburgh Financial Management