A piggy bank with various coins coming out of it.

We are pleased to announce that we have gained the 2022 Defaqto Gold Service Rating for our Protection Services. The distinguished Gold Service Rating is a testament to outstanding and quality service, and we are delighted to have been recognised for this. Alongside the Gold Service Rating, Defaqto has also rated our Income Protection and Over 50s Life Insurance 5 Star for the sixth consecutive year, recognising our long-standing reputation as a provider of trustworthy products for our members.

What is Defaqto?

Established over 25 years ago, Defaqto is an independent financial information, ratings and fintech business. Its unbiased fund and product information provided as expert Ratings, coupled with its market-leading software solutions, helps consumers, financial institutions and financial advisers make better informed financial decisions.

What is a Defaqto Gold Service Rating?

A Defaqto Gold Service Rating is the highest commendation provided by Defaqto and distinguishes leading protection services providers from others. The rating is calculated through satisfaction surveys sent out to members of the financial adviser community. When advisers rate their satisfaction level with a provider, with scores ranging from “very dissatisfied” to “very satisfied”, their data is collected and compiled to give either a Silver or a Gold Service Rating. Those who do not qualify are given “no rating”.

What is a Defaqto 5 Star Rating?

Defaqto also analyses individual protection products. Star Ratings allocate a product or proposition a rating of 1 to 5, depending on the quality it offers, with a 4 or 5 Star Rating indicating the most comprehensive offerings in the market. We are thrilled that our Income Protection and Over 50s Life Insurance have been given the highest possible rating of 5 Star. We hope that these valuable assessments will help new and existing members make better-informed choices when selecting protection products.

Helping at the heart of what we do

We pride ourselves on the fact that we put you, the member, first and we hope that all of our members continue to have a positive experience with us. For more information about our Income Protection and Over 50s Life Insurance, please visit our website at https://www.shepherdsfriendly.co.uk, or get in touch with our Member Services Team.

Getting in touch If you have any questions, or would like more information about our Defaqto rating and protection products, you can contact Member Services on 0800 526 249 during our office hours (Monday to Thursday – 09:00 to 17:00; Friday – 9:00 to 16:00), or via email at [email protected].