The hat-trick of award nominations is complete with ‘Business of the Year’ in the Stockport Business Awards!
Late June saw us complete a hat-trick of awards shortlists with the news that we have been nominated for ‘Business of the Year’ in the Stockport Business Awards, following on from the Customer Experience and Moneyfacts awards we announced recently!
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We are shortlisted in two categories in the Moneyfacts Awards 2018!
We are delighted to share with our intermediaries that we have been shortlisted in the Investment Life and Pensions Moneyfacts Awards 2018, for Best Income Protection provider and Best Junior ISA provider. We would like to thank our advisers who took time out to vote for us, making it possible for us to make the shortlist.
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We’re taking part in the MoneyFacts Awards!
We’re delighted to share the news that we are going to be taking part in the MoneyFacts Awards 2018!
MoneyFacts Group’s highly coveted awards are totally independent. They are presented annually for product excellence and outstanding service, covering products from across a range of financial services.
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Shepherds Friendly announce 3% bonus on Stocks and Shares ISA for 10th consecutive year
Our Stocks and Shares ISA has proved a real winner with our members for many years and we were therefore naturally delighted to be able to announce a 3% bonus once again this year. This makes it 10 years in a row that plan holders have been able to enjoy this level of bonus return, which is great news for both intermediaries and their clients.
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We are finalists in the Customer Experience Awards 2018!
We are excited to announce that we have made the shortlist as finalists for the UK Customer Experience Awards 2018, in the category ‘Best Financial Services – Insurance’. This is in recognition of our work to provide the best possible service and experience to our intermediaries and members at all times.
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Our 5-step GDPR checklist for financial advisers
On 25th May 2018, new regulations came into force which change the way you deal with your clients’ data. The General Data Protection Regulation (GDPR) builds upon the requirements of the Data Protection Act, but there are some significant changes which you need to be aware of. Keep reading for your five-step GDPR checklist for financial advisers.
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We’ve been shortlisted for the ‘Best Small Insurer’ award
We are delighted to share that we have been shortlisted for the ‘Best Small Insurer’ award in the Insurance Investment Exchange Awards 2018, for the second time. Last year we were overjoyed to have won the award and are hopeful for the same result this year.
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96% of Income Protection claims made to Shepherds Friendly in 2017 accepted
The income protection market is one that still offers intermediaries a significant new business opportunity, with less than 10% of UK workers having taken out this vital insurance. Now here’s some good news for any workers who may have expressed concerns over whether to take out cover in case their claims may not be met. Our claims information has been released and we’re pleased to announce 96% of claims made to Shepherds Friendly by Income Protection plan holders were accepted.
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