"With our new referral protection advice referral arrangement with LifeSearch, we're confident we can secure the very best outcomes for our clients and their protection needs."
- Chris Smallwood, Co-Founder and CEO of 2plan wealth management
Earlier this year, LifeSearch announced that it was continuing to expand its offering in the UK with the launch of ‘Powered by LifeSearch’ - powering online, offline or hybrid protection journeys for partner brands, including Which?, MoneySavingsExpert, Compare The Market, MoneySuperMarket, PensionBee, Neilsons, Lloyds and Scottish Widows.
Today, 2plan wealth management joins these brands, launching a new protection advice referral partnership with LifeSearch. The new arrangement went live in early November and is available to new and existing clients of 2plan’s 450+ advisers across the UK.
This partnership will allow 2plan advisers to pass their clients, with an identified protection need, directly to LifeSearch who will seek to fully understand, quantify and fulfil the client’s needs through their specialist protection teams and extensive market access to insurers and propositions.
LifeSearch will also provide regular protection market updates and news through 2plan’s adviser and client communications and CPD programme.
Commenting on this partnership, Chris Smallwood, Co-Founder and CEO of 2plan wealth management, has said:
“At 2plan, we pride ourselves in supporting the very best advice and expert services for our advisers and our clients. We recognise that protection is an extensive and rapidly changing area of the market. We felt we needed an additional option for our advisers who are dealing with clients with more complex protection needs or, where our advisers would prefer to focus their own advice skills and experience.
“With our new referral protection advice referral arrangement with LifeSearch, we're confident we can secure the very best outcomes for our clients and their protection needs.”
Ricky Butler, Head of New Business and Growth at LifeSearch, added:
“We’re delighted and proud to provide a specialist protection advice referral service for a prestigious advice-led organisation such as 2plan wealth management. The blend of human expertise and technology of PoweredBy LifeSearch, and our unrivalled market access, means that we’re ideally placed to support 2plan advisers and their clients.
“2plan is the latest wealth management addition to the LifeSearch partner portfolio. With the advent of Consumer Duty, we’re witnessing increased interest from progressive firms who are seeking similar additional expertise, to help them better deliver good customer outcomes across the full range of financial needs.”