Life is unpredictable, but your financial security doesn’t have to be. Whether you’re an entrepreneur, self-employed professional, or looking to safeguard your family’s future, having the right protection in place can make all the difference. From income protection to critical illness cover, ensuring you have the right policies in place can provide financial stability and peace of mind when it matters most.
Join us for this Expert Insights webinar, where Gemma Fitzer from CAPC Mortgages will break down the key aspects of protection planning. Through real-life case studies and actionable advice, you’ll gain a clear understanding of how to align protection policies with your personal and business needs. From choosing the right cover to understanding the role of trusts and estate planning, this session will equip you with the knowledge to make informed decisions and secure a stronger financial future.
Webinar Details
📅 Date: Thursday 27th February
🕒 Time: 12:00
While you’re waiting for the webinar to start, here’s a reminder of the key learning points you can expect to take away:
Understanding Your Protection Options:
- Gain clarity on different types of protection policies, including life cover, critical illness cover, and income protection.
- Learn how these policies can safeguard your financial future and provide peace of mind for your family and business.
Tailoring Protection to Your Needs:
- Discover how to choose the right level of cover based on your financial commitments, business structure, and future goals.
- Explore the differences between level, decreasing, and RPI-linked policies to find the best fit for you.
The Importance of Trusts and Estate Planning:
- Understand why placing policies in trust can ensure quick payouts and avoid probate delays.
- Learn how trusts help in reducing inheritance tax and ensuring funds are allocated as intended.
Business Protection Strategies:
- Learn how business protection policies such as key person insurance, relevant life cover, and shareholder protection can safeguard your company’s financial stability.
- Gain insights into how these policies can support continuity planning and protect against unforeseen disruptions.
Don’t miss this opportunity to gain expert insights and take control of your financial protection!
Get to Know the Speaker, Gemma Fitzer, Protection Advisor for Christopher Allen Private Clients (CAPC):

Gemma Fitzer is a Protection Advisor at Christopher Allen Private Clients (CAPC Ltd) with several years of experience helping individuals, families, and business owners safeguard their financial futures. She specialises in providing tailored protection solutions, including Life Assurance, Critical Illness Cover, Income Protection, Family Income Benefit, and Mortgage Protection plans, ensuring clients have the right coverage in place for life’s uncertainties.
Gemma also has extensive expertise in Business Protection, offering solutions that help companies mitigate financial risks and protect key individuals. Passionate about her work, she takes pride in making a real difference in people’s lives when they need it most.