14 Feb, 2020

We’ve gained Defaqto’s Gold Rating for our Protection Services!


We are very proud to announce that we have gained the 2020 Defaqto Gold Service Rating for our Protection Services. This outstanding rating is distinguished across the industry and provides an unbiased testimony of the quality advisers can expect from us.

Alongside the Gold Protection Service Rating, our Income Protection and Over 50s Life Insurance products have both received the highest possible Defaqto rating of 5 Stars, for the 4th year running.

Defaqto Gold is a “key differentiator”

Our Business Development Team is thrilled to have scored the highest ratings from Defaqto. After attending Defaqto’s exclusive ‘Night of the Diamonds and Stars event’ last week, Head of Sales, Alex Fallowes said:

“This is a fantastic result for us. It can be difficult for advisers to distinguish between providers, so the Defaqto Gold Protection Service and 5 Star Ratings offer them a key differentiator when researching and selecting Income Protection or Over 50s Life Insurance products. We always strive to offer the best quality service to advisers and their clients.

“I would like to thank all of the advisers who voted for Shepherds Friendly in the Defaqto Satisfaction Survey; it’s a great achievement for us but we couldn’t have done it without their support.”

Exceeding Expectations

When speaking about Defaqto’s Service Satisfaction Survey, Light Blue said,

“We recommended Shepherds Friendly as they provide exceptional service from start to finish and always exceed our expectations.

“They stand out from the crowd as the Business Development and Underwriting teams always go above and beyond to ensure our clients’ needs are met. The claims process is straightforward and fair, and Shepherds Friendly has an outstanding reputation for claims paid rates.

“If I had to sum up Shepherds Friendly in three words, I would say ‘efficient, friendly and helpful.’ Overall, we really can’t recommend them enough!”

The society is owned by our members and run for their benefit and these achievements reflect our commitment to mutuality; by providing an exceptional and individual experience for every member and adviser.

For further information on our Income Protection plan or Over 50s Life Insurance, please get in touch or register today.


Defaqto Supporting Businesses

Defaqto is an independent financial information business, helping financial institutions and consumers make better informed financial decisions. It has over 25 years’ experience, with 60 analysts spending over 400 hours a week evaluating the market.

Since 2005, Defaqto has been conducting service satisfaction surveys across the adviser community, asking them to rate the service they receive from providers. The service satisfaction surveys cover DFMs, pensions, platforms, bond providers and protection insurers.

The comprehensive surveys ask advisers to rate the importance of a list of aspects of service that fall into different categories, using a 5-point scale.

Advisers are also requested to note down details of their preferred supplier(s) and rate their satisfaction level using a pre-defined set of satisfaction scores, ranging from ‘very dissatisfied to ‘very satisfied’. From the data gathered in their service satisfaction surveys, providers are rated Gold or Silver, based on their overall satisfaction score. Any other providers who do not qualify for these ratings are given ‘no rating’.

Advisers working in today’s market have a variety of Income Protection and Over 50’s Insurance Plans to choose from. Defaqto Service Ratings help them to make better-informed choices based on their peers’ perception of service. It also enables advisers to compare different product providers based on their service provision.

Next Steps

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