LifeSearch partner with 2plan Wealth Management

2Plan Wealth Management announces protection referral partnership with LifeSearch to further strengthen commitment to delivering positive customer outcomes

• 2plan Wealth Management has launched a new protection service. This service is for clients of its 450-plus advisers.

• PoweredBy LifeSearch provides independent protection advice for individual and business protection needs.

2plan Wealth Management is a top firm in the UK. They have launched a new referral partnership with LifeSearch. LifeSearch is the leading independent protection specialist in the UK. This partnership focuses on protection advice. The new arrangement launched in early November. It’s now available to both new and existing clients of 2plan’s 450-plus advisers in the UK.

Through the partnership, 2plan advisers can pass clients to LifeSearch. This is for clients who need protection. LifeSearch will take on regulatory responsibility for protection advice. They will work to understand, measure, and meet these protection needs. Their specialist teams and wide access to insurers will help them achieve this.

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 will join ten regional events with 2plan this November. They will discuss the protection referral service. They will give protection advice. They will also cover recent market updates. LifeSearch will also work with 2plan to keep protection in focus. They will share updates and news. This will happen through 2plan’s adviser and client communications. They will also use the 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 it is expanding in the UK. They launched “PoweredBy LifeSearch.” This service helps brands with online, offline, or hybrid protection journeys. It uses new technology and builds on their award-winning advice service. 2plan works with many firms. They are Which?, MoneySavingsExpert, Compare The Market, MoneySuperMarket, PensionBee, Lloyds, and Scottish Widows.

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NOTES TO EDITORS

For further information, please contact:

• Karen Mignon / Kevin Carr, Carr Consulting & Communications
• Email: karen@carrcandc.co.uk / Tel: 07766 651327
• Email: kevin@carrcandc.co.uk / Tel: 07887 838811

2 PLAN MEDIA ENQUIRIES

• Siobhan McCluskey – Powerscourt – 07795 611179 siobhan.mccluskey@powerscourt-group.co.uk
• General: Openwork@powerscourt-group.co.uk

About LifeSearch

In 25 years, LifeSearch has grown to be the UK’s biggest life insurance specialist. They give expert advice on life insurance and critical illness cover.

• Income protection
• Family income benefit
• Serious illness cover
• Business insurance

LifeSearch has won over 100 awards. These awards recognise its company culture, expertise, and customer service.

In February 2023, LifeSearch launched “PoweredBy LifeSearch.” This helps partner brands. It works for online, offline, and hybrid protection. It uses new technology and award-winning advice. “PoweredBy LifeSearch” lets partners use trusted LifeSearch services. It includes expert tele-interviews for customer disclosure. It also offers pipeline management and underwriting help. Partners can manage complex risks. They can monitor quality too. The team includes support for retention and lapse management. There is also customer care, claims handling, trusts, and more. LifeSearch has built a new tech solution. It helps digital ecosystems. Now, they can offer protection products easily in their customer apps.

LifeSearch is rated ‘Excellent’ with a TrustPilot score of 4.9 out of 5 from protected families. It also debuted at #3 on the Sunday Times’ list of Best Places to Work in the UK – LifeSearch.

About 2plan Wealth Management

Launched in 2007, 2plan has grown into a top wealth management firm in the UK. It is also linked to The Openwork Partnership, a major financial services network.

We offer wealth management services. We help private investors and businesses. We offer a full range of services in pensions, investments, insurance, and mortgages.

2plan offers great support to its financial adviser network nationwide. This helps them provide the best service to clients.