Head of Sales – Individual Protection
Premier Choice Group
Insurance wasn't Les Schroeter's first career. He trained and worked as a civil engineer before he decided that he wanted to do something more to help people protect themselves from the vagaries of life. That's when he joined Bupa in 1993, helping people choose health insurance packages that were right for them.
Over the years, he climbed the ranks becoming the Business Manager for Long Term Care (2000 - 2005) and then finally National Account Manager (2006 - 2011). He spent another year working for the ‘Friends Life Group' after Bupa sold his department to that organisation.
After close to 20 years working for Britain's largest private healthcare provider he moved to Premier Choice, where he now work as Head of Sales - Individual Protection.
Life Office Relationship Director and Press Spokesperson
Emma has nearly twenty years' experience in the Protection industry, beginning her career in Unum's underwriting team before joining LifeSearch in 2000, and uses her expertise and influence to help grow and improve the protection market. Emma is LifeSearch's Life Office Relationship Director and Press Spokesperson. Both roles involve her lobbying for improved customer experiences and increased consumer awareness; she works closely with insurers to develop their propositions, liaises with journalists on Protection stories, together with speaking publicly and writing columns herself on issues and opportunities to help get more consumers protected.
Emma is a member of the Income Protection Task Force and F&TRC's Protection Forum, in addition to being Chair of the Protection Distributors Group which LifeSearch helped to establish, leading their successful Funeral Pledge Campaign. In addition, Emma also instigated the formation of the Women in Protection Network last year and is Chair of this group which includes distributors, insurers, re-insurers as well as other organisations such as the ABI and CII. The WIP Networks is focussed on improving diversity in our market, to increase the number of women buying and benefitting from Protection insurance and to help grow the number of women influencing the industry.
Alan Lakey has been in the industry since 1978. He's been an IFA since 1986 and started CIExpert in 2012. He is an Ex Director of Adviser Alliance and an Ex Council member of APFA. He is the Author of a biography of seminal 60s rock band The Pretty Things.
2017 Cover Magazine 20 Years of Adviser Excellence
2017 Unbiased Protection Adviser of the Year
2016 Money Management Protection Planner of the Year
2016 Money Management Mortgage Planner of the Year
2016 Unbiased Protection Adviser of the Year
2015 Financial Adviser Protection Adviser of the Year
2015 Unbiased Protection Adviser of the Year
2014 Money Management Protection Planner of the Year
2014 Unbiased Protection Adviser of the Year
2013 Unbiased Protection IFA of the Year
2013 Money Management Mortgage Planner of the Year
2013 Cover Magazine Individual Achievement award
2012 Protection Review Individual Protection Adviser of the Year
2011 Financial Adviser Protection IFA of the Year
2010 Moneyfacts Best Protection Adviser
2008 Money Management Protection Planner of the Year
2008 Health Insurance Magazine Best Critical Illness Intermediary
2006 Money Management Mortgage Planner of the Year
2004 Money Management Equity Release Planner of the Year
2002 Money Management Mortgage Planner of the Year
1997 Money Management Mortgage Planner of the Year
2016 Highly Commended Financial Adviser of the Year Protection category
2012 Runner-up Money Management Protection Planner of the Year
2011 Runner-up Money Management Protection Planner of the Year
2012 Runner-up Money Management Equity Release Planner of the Year
2007 Runner-up Money Management Equity Release Planner of the Year
2012 Highly Commended Protection Review Innovation category
2012 Runner-up Unbiased Media IFA of the Year (Protection)
2010 Highly Commended Financial Adviser of the Year Protection category
2009 Highly Commended Moneyfacts Good Advice Awards Protection
2005 Highly Commended Health Insurance Critical Illness category
2004 Runner-up Money Management Protection Planner of the Year
2001 Runner-up Money Management Mortgage Planner of the Year
Cavendish Ware Wealth Management & Financial Planning
Roy is an IFA with almost 30 years experience of advising in the financial sector. He is a founder member of the Income Protection Task Force and sits on its executive board. He is one of the original instigators of the 7Families project, with a particular view on promoting increased awareness amongst advisers. He has won many industry awards both at individual and corporate levels and is a regular commentator to both industry and national press.
Learning & Development Manager
Rob Harvey is one of the founding advisers of protection specialists Drewberry Insurance, having joined the company in 2012 following several years of graduate & post-graduate study, and a background in General Insurance. Having risen through the ranks as an adviser, Rob now heads up the protection team and also oversees adviser training & development.
Rob works closely with insurers and those in the industry to help develop protection propositions and push for better consumer outcomes; he is a frequent commentator on protection stories in the press and more recently joined the F&TRC's Protection Forum.
Steve has had an extensive career in financial services going back to 1986. Initially trained as an Underwriter, he has worked in UK, European and Far Eastern Markets. Laterally he has joined Square Health as Marketing Director, a leading health technology provider offering unique solutions for clients. A member of the ILAG Board and a Chartered Insurer, Steve is married to Anne and they have two teenage daughters.