that keeps you in business
The Scottish Provident business protection team is solely dedicated to business protection. The team is highly experienced in advising companies across a range of areas and each member works closely with advisers to provide training, seminars, technical support and sales development.
Due to their experience and knowledge the team is the first choice for Business Protection training for many nationals and networks.
Jerry heads up the Business Protection Team. He has over 40 years of experience in the financial services industry, most of which has been spent advising corporate clients within the field of business protection.
Jerry previously delivered the SOFA ‘Access to excellence’ programme for business protection and continues to run seminars and provide commentary to the trade press.
With over 24 years service in the industry Dave brings a wealth of knowledge to the team.
Dave provides support to advisers who are using relevant life policies for the first time and marketing advice to maximise on the potential opportunities that business protection offers.
With over 30 years experience in financial services Andrew is able to bring a depth of knowledge and experience to the table.
His background in marketing and as an adviser working closely with accountants gives him the ability to translate complex technical concepts into everyday workable opportunities.
His combined background in pensions, investments, and protection, gives him the ability to fit business protection into the overall holistic framework of advice to clients.
Along with 23 years experience in financial services, David also has a great insight into the SME business model, having been a Partner himself in a Business Protection adviser practice. He works closely with financial advisers to deliver tailored training to suit their business protection needs.
Tony has over 26 years of experience covering investments, mortgages, personal protection, pensions and corporate protection.
His career started at Prudential Assurance where he was their youngest agent and other previous roles were with SJP and Morgan Stanley.
His focus is supporting advisers on developing specialist and professional connections to develop their business protection offering.
Ian has over 27 years experience working in the Banking and Life Assurance business.
A well known, established presenter, he offers valuable support and perspective to those looking to grow and expand their protection sales.
We like to think that our dedicated business protection team is the best in the market.
Each member works closely with advisers to provide training, seminars, technical support and sales development.
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Scottish Provident is a division of the Royal London Mutual Insurance Society Limited which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL. Group registered VAT number 368 5244 27.