Advisers will be equipped with the necessary skills and knowledge to become a competent adviser in the PMI field and provide the best solutions and outcomes for clients.

 

Becoming PMI competent

As part of the session, advisers will learn about the sales and renewal process, how to complete the perfect file, the potential risks with the product, dealing with vulnerable clients, fraud protection and the different types of underwriting.

The club can also provide sales observations and file checks for those advisers who have completed sessions.

The one-to-one sessions will be held by the club’s PMI supervision and development manager.

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In August, The Right DA Club is also offering a webinar session entitled ‘GI, IP, PMI & Signposting in a Consumer Duty World’, hosted by Gary Harrison, national account manager, and Steven Howard, head of regulatory support.

Those who attend the webinar will earn one hour of Continuous Professional Development (CPD) credit.

 

Complying with Consumer Duty

Chelsea Kiefert, head of The Right DA Club, said: “We are almost at the one-year anniversary of Consumer Duty and it’s been clear over the last 12 months that there is a much greater expectation on advisory firms to cover off as many client financial wants and needs as possible, rather than simply offering mortgage advice and nothing else.

“This is why we believe it is vital advisers and their firms fully understand the product solutions that are available to meet those needs, especially in areas such as PMI, income protection, general insurance, but also many others.

“We are particularly focused on PMI right now, as this is a growing consideration for individuals, especially when we look at rising waiting lists and the increased pressure being brought to bear on the NHS.”