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2plan wealth management announces protection referral partnership with LifeSearch

by | Nov 20, 2023

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2plan wealth management has announced the launch of a new protection insurance 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-plus advisers across the UK.

Through the partnership 2plan advisers can choose to pass their clients, with an identified protection need, directly to LifeSearch. LifeSearch will then assume regulatory responsibility for the protection advice, and seek to fully understand, quantify and fulfil those protection needs through their specialist protection advice teams and extensive market access to insurers and propositions.

Chris Smallwood, co-founder and CEO at 2plan wealth management, 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.

“When it came to choosing a partner with the highest of standards, aligned values and commitment to client care, LifeSearch was a no brainer. 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.”

LifeSearch is joining ten 2plan regional events throughout November, to share more about the protection referral service, delivering protection advice and latest protection market developments. In addition, working with 2plan to keep protection front of mind, LifeSearch will provide regular protection market updates and news through 2plan’s adviser and client communications and CPD programme.

Ricky Butler, Head of New Business and Growth at LifeSearch, commented:

“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 are 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.”

Earlier this year, LifeSearch announced that it was continuing to expand its offering in the UK with the launch of “PoweredBy LifeSearch” – poweringonline, offline or hybridprotection journeys for partner brands, with its new proprietary technology-led solution and its award-winning and well-established advice led offering. Alongside 2plan, it proudly partners with firms including Which?, MoneySavingsExpert, Compare The Market, MoneySuperMarket, PensionBee, Neilsons, Lloyds and Scottish Widows.

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