Supporting the next generation of advisers

Supporting the next generation of advisers

The advice gap is one of the biggest challenges in our industry. That’s why we’re committed to the advice market and want to support the next generation of advisers get prepared to help more clients.

Kathryn Knowles, award-winning protection insurance adviser and owner of Advice for Advisers, recently launched the Protection Insurance in Practice course, and we’re giving away three places on the September intake.

In the course, the winner will learn more about protection insurance, sales techniques and compliance. They’ll not only better understand the products, but also learn how to find opportunities for protection insurance, improve their communication skills and their ability to understand their clients.

The course runs for one hour a week across 12 weeks, so you can study at home or in the office and is for anyone who wants to progress their advice career in protection. You can find out more about the course here.

How to enter

All you need to do is tell us how you or your nominee are providing innovative and inclusive financial advice. 

The competition will be judged by Kathryn Knowles.

To enter, you can download our entry form, or send an email to including your name, email address and the name of the person you are nominating, and answer both of the following:

Q1. Tell us about the person you’re nominating and how they’ve gone above and beyond for the business and its clients. (150 words)

Q2. How has the nominated person demonstrated commitment to providing innovative and inclusive financial advice, either themselves or within the firm. (150 words)

Innovative and inclusive financial advice means the nominated:

  • Adopts technology to provide better services to clients
  • Champions LGBTQIA+, ethnic minority and gender inclusion
  • Embeds sustainability in the business; prevent, prepare and protects against the impact of climate change.

Nominations must be submitted by 17.00pm on Friday 13 August 2021. Winners will be selected and notified by Friday 20 August 2021.  Full terms and conditions can be found here.