We are delighted to announce we have ranked first place in nine out of the 10 categories in Defaqto’s adviser satisfaction survey, and to have received the Defaqto Gold Service Rating for our income protection service this year. This follows from our recent reception of the Defaqto 5 Star Rating for our Income Protection and bolsters our reputation as a provider of exceptional service that puts both our members and intermediary advisers first.

Explaining intermediary advisers

Intermediaries are financial advisers who help bring our protection plans to a wider audience and bridge the gap between us as a provider and our members. Intermediaries help our members decide which protection products are best for them and can provide advice to ensure that their clients take out a plan that best suits them.

Satisfaction across the board

Each year, Defaqto analyses the findings of their extensive protection services survey, which asks financial advisers across the country to rate their level of satisfaction with protection product providers in ten categories, as well as the importance of each individual category to their business.

As well as ranking first in nine of the 10 categories overall, we are also delighted to have ranked top in the four service categories that advisers reported as having the highest importance. Results from the survey found that claims handling and administration, new business processing, underwriting services, and product design were the most important elements of service to intermediary advisers, and we outperformed other providers in these key service areas. We are incredibly proud to be setting the high standards that our members and advisers have come to expect from us.

Celebrating our success

Our Chief Sales Officer, Antony Uttley, commented on this achievement:

“This rating touches every area of the business. Everybody has contributed to this achievement and we are very proud. To be recognised in this way by Defaqto and the intermediary market is a testament to our team’s hard work and commitment, especially in such a competitive industry.”

Defaqto also commended us on our performance, saying:

“Shepherds Friendly, a specialist income protection provider, demonstrated high levels of satisfaction from its supporting advisers”.

We are incredibly grateful to all of the advisers who took the time to share their positive experiences with us. We strive to put our members and intermediaries at the heart of everything we do, and we are proud to be recognised as a leading provider of income protection among our intermediary advisers.

To see the full satisfaction survey report from Defaqto, click here

Contact us

For more information about this achievement, or if you have any questions about a plan with us, you can contact our Member Services team on 0800 526 249 during our opening hours (9.00am – 5.00pm, Monday to Thursday; 9.00am – 4.00pm, Friday).