We are delighted to share our recent recognition in the 2024 Defaqto Protection Service Review where we achieved five top three positions for Best Performing Provider for the third year in a row, including first place in three categories.

The Defaqto survey, which took place between August and September 2023, gave 294 financial advisers a chance to rank the importance of 10 categories of service in the protection sector, and how providers performed across each area.

We were rated first in the Provider strength and brand, Existing business administration, and Business development managers categories. We also placed in the top three in Commission and renumeration and Technical assistance.

The recognition from Defaqto underscores our commitment to providing high-quality service to our members and intermediaries.

Laura Hassall, Head of Sales at Shepherds Friendly, added: “We are proud to be setting the high standards that both our members and advisers have come to expect from us. To be recognised in this way by Defaqto and the intermediary market is a testament to our team’s hard work and commitment, especially alongside companies such as HSBC Life, Aviva, and LV=.”

To find out more about the Defaqto Protection Service Review 2024, you can view the full report here.