We are pleased to announce that we have gained the 2022 Defaqto Gold Service Rating for our Protection Services. The distinguished Gold Service Rating is a testament to outstanding and quality service, and we are delighted to have been recognised for this. Alongside the Gold Service Rating, Defaqto has also rated our Income Protection and Over 50s Life Insurance 5 Star for the sixth consecutive year, recognising our long-standing reputation as a provider of trustworthy products for our members.

What is a Defaqto Gold Service Rating?

A Defaqto Gold Service Rating is the highest commendation provided by Defaqto and distinguishes leading protection services providers from others. The rating is calculated through satisfaction surveys sent out to members of the financial adviser community. When advisers rate their satisfaction level with a provider, with scores ranging from “very dissatisfied” to “very satisfied”, their data is collected and compiled to give either a Silver or a Gold Service Rating. Those who do not qualify are given “no rating”. We are delighted to have received such a positive response from our advisers and are proud to have been recognised as a provider of such a high standard of service.

What is a Defaqto 5 Star Rating?

Defaqto also analyses individual protection products. Star Ratings allocate a product or proposition a rating of 1 to 5, depending on the quality it offers, with a 4 or 5 Star Rating indicating the most comprehensive offerings in the market. We are thrilled that our Income Protection and Over 50s Life Insurance have been given the highest possible rating of 5 Star. We hope that these valuable assessments will help new and existing members make better-informed choices when selecting protection products.

Thank you for your support

We are grateful to the advisers who shared their experience and who helped us to earn our Gold Service rating. We hope that you continue to have a positive experience with us. For more information about our Income Protection and Over 50s Life Insurance, you can visit our protection products webpage at https://intermediary.shepherdsfriendly.co.uk/our-products/#protection, or contact our Business Development Team.

Getting in touch

If you have any questions, or would like to know more about our Defaqto rating, you can contact our Business Development Team on 0161 495 6495 during our office hours (Monday to Thursday – 09:00 to 17:00; Friday – 9:00 to 16:00), or via email at [email protected].