Questions
Protection Research is research software for UK financial advisers. The product available today, Business Protection Research, helps advisers compare eligible business protection contracts, apply must-have filters, rank providers against weighted criteria, document their rationale, and export client-ready PDF reports. It is a research and documentation tool; it does not constitute regulated advice.
Authorised UK financial advisers and firms researching business protection for clients — including key person cover, share and partnership protection, loan protection, relevant life, key person and executive income protection, and group life, critical illness, and income protection.
Create an account on the portal, confirm your email, complete account setup with your details, firm, and regulatory information, then start a 7-day free trial of an adviser licence. Once your licence is active, you can start research from the dashboard, resume saved cases, and export reports.
Yes. New customers get a 7-day free trial of an adviser licence. You can use all research routes, the live UK contract database, provider ranking, and PDF report export during the trial. After 7 days the licence is £25 per month. Cancel anytime from Licence in the portal — including during the trial — if you decide not to continue.
New customers get a 7-day free trial, then an adviser licence for Business Protection Research is £25 per month. It includes all research routes, access to the live UK contract database, provider ranking, and PDF report export. Billing is processed through Stripe. You can manage payment details or cancel from Licence in the portal.
Business Protection Research includes nine routes: Key Person; Share / Partnership Protection; Loan Protection; Key Person Income Protection; Executive Income Protection; Relevant Life; Group Life; Group Critical Illness; and Group Income Protection. Medical Protection Research and Personal Protection Research are planned and not yet available.
Select a research route, enter client and case details, set must-have filters and cover type, then weight desirability criteria as Low, Medium, or High. Eligible contracts from the live UK database are ranked against those choices so you can compare providers, add commentary, and produce a report that records your rationale.
Yes. Research is saved as cases and can be resumed from the dashboard or the Cases list. When complete, you can add commentary and export a client-ready PDF. Report exports remain under your firm's control.
Reports use the name, firm, regulatory details (such as Individual FCA number and Company FCA Number), and branding held in Account settings. Keep those fields current so exported PDFs remain accurate for your firm.
No. Protection Research is an adviser research and documentation tool and does not constitute regulated financial advice. The adviser remains solely responsible for advice given to clients and should verify critical contract details against current provider literature.
Open Licence from the portal account menu to view your subscription and access the Stripe customer portal. From there you can update payment details, download invoices, or cancel — including during a free trial. If a subscription ends, Business Protection Research remains locked until the licence is reactivated.
Use Forgot password on the portal login page with the email registered to your account. If you still cannot sign in, email support@protectionresearch.com from that address and include your firm name. For security, account access is only discussed with the registered user.
Email support@protectionresearch.com with your firm name and a brief description of the issue. For account matters, write from the email address on your Protection Research login. Support is provided by email only.
Include your firm name and a brief description of the issue. For account access, write from the email registered to your login.