The collaboration will enable accountancy firms to offer their SME clients fee-free protection advice and access to life insurance and business protection solutions, embedding protection into broader financial planning conversations.
The partnership responds to a significant gap in the market. Research from All in Place reveals that 78% of UK accountancy firms rarely or never conduct risk assessments to review their clients’ protection against ill health or premature death — leaving many business owners and their families financially exposed.
Ed Axon, chief growth officer at LifeSearch, said:
“Business owners are diligent about protecting their tangible assets – their buildings, equipment, and legal liabilities – but often overlook one of their most valuable assets: themselves.
“This partnership with All in Place represents a significant step forward in our mission to protect people properly. By enabling accountants to take a holistic view of their clients' business and personal protection needs, we're helping to close a critical gap that leaves families and businesses vulnerable. Many business owners don't realise they can arrange life cover tax-efficiently through their business. When protection is integrated into broader financial planning, with specialist advice, clients get comprehensive cover that truly safeguards what matters most.”
Richard Bertin, chief executive at All in Place, added:
“We are delighted that LifeSearch has chosen All in Place as a strategic partner. Our collaboration makes it easier for our accountancy firms to help clients obtain specialist advice from market leaders, in what can be seen as a crowded and confusing marketplace. We have simplified the process for clients to identify who they could use by offering access digitally to one of the leading protection brokers in the UK.
“All in Place recognises there is an advice gap in the UK and there is an important role for the accountant to play in offering solutions to their clients to manage risk. Business owners are often time and cash poor, so want peace of mind and a pathway to quality, specialist advisers when considering the protection needs for them, their family and the business. We have created All in Place Now, as a standalone division, to support accountants and their clients get straight through to best of breed advice, when a need is identified, and often when the client simply doesn’t know where to go.”
