We are proud to announce that our Income Protection is now available on The Exchange, from Iress. This is a huge opportunity to expand our offering to a brand-new market of intermediaries.

Getting a quote is quick and easy

Intermediaries can now use the platform to get quotes for their clients and compare Shepherds Friendly with different providers online. Our premiums are never loaded or rated, regardless of smoking status, BMI, medical history, occupation, or hobbies, so the quoted premium is the price that clients pay.

Making Income Protection simple

This follows the launch of Shepherds Friendly Income Protection (Simplified Application) in May 2022, which allows us to offer cover without in depth medical questions by introducing a moratorium on pre-existing health conditions. Intermediaries can use the platform to acquire Income Protection quotes for their clients with both the Simplified Application or fully underwritten route, now known as the Full Health and Lifestyle Application, based on their eligibility.

The Society hopes that these forward-thinking changes will help to bring Shepherds Friendly Income Protection to a greater number of clients, granting them and their advisers easier access to the protection products that they need.

Contact us

If you would like to know more about the Income Protection (Simplified Application), or wish to discuss Iress with us, please contact the Business Development team on 0161 495 6495 during our office hours (Monday to Thursday, 9.00am – 5.00pm; Friday, 9.00am – 4.00pm) or email [email protected].