Please note: Due to COVID-19 our team is now working remotely and experiencing more telephone and postal enquiries than usual. For your convenience, we recommend you email [email protected]. Find out more.

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Mutual Advantage

Established over 190 years ago, yet still committed to building business into the future.

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Coronavirus (COVID-19)

What are we doing to support our intermediaries and their clients?

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Making us stronger together




At Shepherds Friendly, we’ve worked closely with intermediaries for many years and believe we have developed a good understanding of how we can best support and provide all our intermediaries with a bespoke service, designed to give a distinct and clear advantage when it comes to helping grow a financial business.

Those many years’ experience has now been distilled into a support programme that we’ve described as “Mutual Advantage”.

Contact Us

If you're interested in finding out more about Mutual Advantage and how it could support your intermediary business, contact us today.

Contact us

At Shepherds Friendly we have just one goal at heart - to help you grow your business. We treat you as more than just another number; we take time to understand your organisation’s needs and objectives so we can support you with the tailored services that will help you most. Support that allows you to concentrate on providing your clients with the highest levels of service each and every day. This is our Mutual Advantage.

It’s an advantage that means that we can both face the future with confidence and build on the growth opportunities that lie ahead.

What is Mutual Advantage and how can it benefit your business?

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Pre-submission enquiries save time and expense

We actively encourage intermediaries to contact our account support team to carry out pre-submission enquiries designed to save you time, expense and hassle.

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Call and you’ll speak to a real person

We firmly believe in a totally personal approach in support of intermediaries. When you call you’ll speak to a trained and experienced member of our team who can provide you with all the answers and support you might need.

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Proactive national presence

Our commitment to a “making us stronger together” approach means we won’t sit back and wait for you to get in touch. Instead we’ll make it our business to maintain a regular contact and to keep you informed of news, developments and any initiatives that we believe will help you grow your business.

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Our claims turnaround promise

We understand that when your client needs to make a claim both you and they want the matter to be resolved as quickly and painlessly as possible to avoid any unnecessary hardship or inconvenience. Our systems are specifically designed to achieve that end and to ensure complete customer satisfaction.

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96.26% of Income Protection claims paid in 2019

We know that some workers express concerns over how likely they are, should they take out an income protection plan, to have their claims met when the time comes and their needs are greatest. You can take comfort in Shepherds Friendly’s outstanding record of 96.26% of all claims paid on our plan in 2019.

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Support to help any claimant to return to work as quickly as possible

When it comes to an income protection claim we view it as very much part of our role to provide a range of additional services designed to enable the claimant to return to work as quickly as possible. These services have been carefully selected to provide valuable support in many of the most common instances where an extended absence from work is required.

Awards and achievements

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Defaqto 5 Stars Income Protection
Defaqto 5 Stars Over 50s Life Insurance