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Established over 190 years,


yet still committed to building business into the future.

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About
us
Account
support

Mutual
Advantage

Contact
us

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”.

Mutual
Advantage

Making us stronger together

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?

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.

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.

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.

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.

95.8% of Income Protection claims paid in 2018

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 95.8% of all claims paid on our plan in 2018.

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.

No reinsurance

Shepherds Friendly has been providing financial solutions for families and individuals since 1826. The Society is built on a long tradition of stability, strength and mutual values with all funds under totally internal management.

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

Awards and achievements

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

Testimonials

Bronja Whitlock
Drewberry Insurance

Shepherds Friendly has always been extremely helpful with our company and takes each case on its own merit when looking at Underwriting. Everyone’s situation is different and where they excel is that they drill into the issue rather than sticking to set questions.
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If we do have any queries, they are dealt with and discussed promptly. A really good product backed up by really good and knowledgeable people.
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★★★★★

Phil Nash
ActiveQuote

Having worked with Shepherds Friendly Society for some considerable time we have found them to be a great insurer to work with. Their processes are up-to-date and they take on board specific feedback - this results in a very positive customer journey.
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The relationship between both parties is very strong, which is down to great communication, account management, co-operation and the ability for instant contact. Shepherds Friendly has built a great team and we look forward to continuing to work with them for time to come.
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★★★★★

Chris Shepherd
Albany Park Finance

We began working with Shepherds Friendly in 2016 and from the very first day the overall experience we have had as advisers has been brilliant.
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Their customer service is exceptional and as they have grown as a Friendly society these standards haven’t slipped. When suitable for our clients, I have complete confidence recommending their Income Protection policy.
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★★★★★