Shepherds Friendly has achieved five top three positions for Best Performing Providers in Defaqto’s Protection Service Review 2024 for the third year in a row.
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 brand’, ‘Existing business administration’, and ‘Business development managers (BDM)’ categories, and in the top three in the ‘Commission and renumeration’ and ‘Technical assistance categories’.
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=.”
