2plan wealth management rolls out protection service with LifeSearch

Available to new and existing clients

Jaskeet Briah
clock • 1 min read

2plan wealth management has launched a protection advice referral partnership with LifeSearch to support its delivery of positive customer outcomes.

Through the deal, 2plan advisers can choose to pass clients with an identified protection need directly to LifeSearch. LifeSearch will then assume regulatory responsibility for the protection advice for these customers and will work to understand, quantify and fulfil these needs through its specialist protection advice teams and access to insurers and propositions. Chris Smallwood, 2plan wealth management co-founder and chief executive, said: "We recognise that protection is an extensive and rapidly changing area of the market. "We felt we needed an additional option for our advise...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Individual Protection

The COVER Review: Consumer partnerships, claims statistics and tax

The COVER Review: Consumer partnerships, claims statistics and tax

Week commencing 18 August 2025

COVER
clock 22 August 2025 • 1 min read
Comparison sites remain the most popular option for researching insurance

Comparison sites remain the most popular option for researching insurance

Older consumers favoured digital independence

Jaskeet Briah
clock 22 August 2025 • 2 min read
Vulnerability Registration Service launches support network

Vulnerability Registration Service launches support network

Consumers can alert insurers to their circumstances

Jaskeet Briah
clock 22 August 2025 • 2 min read