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Shepherds Friendly recognised as 5x Best Performing Provider by Defaqto

by | Feb 26, 2024

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Shepherds Friendly, one of Britain’s oldest mutual societies with over 100,000 members, has achieved five top three positions for Best Performing Providers in Defaqto’s Protection Service Review 2024 for the third year in a row, including three first place positions.

The survey, which took place between August and September 2023, gave 294 financial advisers a chance to rank individual protection providers across ten categories of service.  

Shepherds Friendly was rated first in the Provider strength and brandExisting business administration, and Business development managers categories, and in the top three in the Commission and renumeration and Technical assistance categories.


The nearly 200-year-old mutual prides itself on being forward-thinking and member-focused, offering its UK-wide network of intermediaries a highly streamlined and personalised service coupled with industry-leading levels of support.

Laura Hassall, Head of Sales at Shepherds Friendly, said: “We are proud to be setting the high standards that both our members and advisers have come to expect from us. To be recognised in this way by Defaqto and the intermediary market is a testament to our team’s hard work and commitment, especially alongside companies such as HSBC Life, Aviva, and LV=.” 

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