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...

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