Protection Guru has appointed Jason Coleman to lead its adviser training programme.
Coleman, a respected protection trainer and technician, will take on the role of training and research manager at the business.
He will be responsible for a significant increase in the level of technical output from Protection Guru, as well as a series of new training initiatives.
These will include helping protection advisers’ obligations under the FCA Consumer Duty requirement to complement the Protection Guru Pro system.
Coleman is a protection veteran with experience in previous positions at Guardian, Phoenix, Capita Life & Pensions, Resolution plc and Britannic Assurance.
Commenting on his appointment, Jason Coleman said: “I’m delighted to have the chance to continue sharing my enthusiasm for all things protection, and to help the adviser community to add real value to their conversations with consumers, as part of a team with an outstanding reputation for the granular level of detail that advisers need to provide the best possible recommendations.
“This is more important than ever given the FCA’s Consumer Duty requirement that advisers consider value across all protection products.”
Ian McKenna, founder of Protection Guru, added: “Our continuing work with the Consumer Duty Alliance has identified that giving wealth advisers the right training and tools to feel comfortable with the complexities of protection advice is the most significant barrier to getting better engagement with around 35,000 advisers who could make protection court to their proposition.
“Bringing on board such a widely respected trainer and technician is core to our 2025 strategy. Protection Guru has always differentiated itself by identifying the most crucial information advisers need to know to give the best possible protection advice.”
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