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 adds new dedicated protection service for clients of its 450-plus advisers

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

2plan wealth management, one of the UK's leading wealth management firms, has announced the launch of a new protection advice referral partnership with LifeSearch, the UK’s leading, independent protection specialist. 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” – powering online, offline or hybrid protection 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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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 have grown into the UK’s biggest life insurance specialist, offering expert, independent advice to customers around life insurance, critical illness cover, income protection, family income benefit, serious illness cover and business insurance. Over this time, LifeSearch has been recognised with over 100 awards for company culture, expertise and customer service.

After several years of development, in February 2023, LifeSearch launched “PoweredBy LifeSearch” – powering online, offline or hybrid protection journeys for partner brands, with its new proprietary technology-led solution and its award-winning and well-established advice led offering. “PoweredBy LifeSearch” will give partners access to the established LifeSearch offering including expert tele-interviews for customer disclosure, pipeline management, underwriting expertise, complex risks, quality monitoring, retention and lapse management, plus customer care support, claims handling, trusts and more.  LifeSearch has designed and built its new proprietary technology-led solution to help power this shift by providing digital ecosystems with the necessary tools to make protection products a seamlessly integrated offering within their customer applications.

LifeSearch is ranked as ‘Excellent’, with a TrustPilot score of 4.9 out of 5 from protected families, and was Top #3 in its debut appearance on the Sunday Times’ list of Best Places to Work in the UK – www.lifesearch.com.

About 2plan wealth management

Launched in 2007 2plan has built a solid business to become a leading wealth management firm in the UK, and is also affiliated with The Openwork Partnership, one of the largest financial services networks.

Specialising in the provision of wealth management services for private investors and corporate clients. The range of services covers all aspects of pensions, investments, insurance and mortgage business.

2plan provides exceptional support to its financial adviser network around the country, enabling them to deliver the best possible service to clients.