UK safety recommendation agency LifeSearch has partnered with Gretel, a technology-powered hub that reconnects prospects with misplaced and dormant accounts.
These can embody investments, financial savings, financial institution accounts, pension, and in addition life insurance coverage.
LifeSearch and Gretel have partnered to supply members extra instructional content material and entry to the LifeSearch group for professional recommendation.
As well as, prospects will acquire training to grasp how their newly-found safety works to bolster confidence.
By means of LifeSearch providers, Gretel prospects will probably be provided recommendation on constructing a ‘Plan B’ to supply a monetary security web and help within the occasion of demise, severe sickness, accident, and long-term illness.
Justin Harper, chief advertising officer at LifeSearch, mentioned: “We’re excited to companion with Gretel to help these prospects who, after finding their monetary belongings, need to really feel extra assured about their monetary resilience. As individuals are looking for and reunited with misplaced monetary belongings – significantly their life insurance coverage insurance policies – it’s a really perfect time to assist folks perceive what they’ve obtained and guarantee they’re financially ready for what destiny may throw at them. We stay up for the way forward for our partnership and what we will implement to proceed bettering prospects’ expertise when discovering their misplaced monetary belongings, and to serving to construct their monetary resilience.”
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Duncan Stevens, CEO, Gretel, added: “Over 28 million accounts with a mixed worth of £89bn have been misplaced or forgotten within the UK. This determine consists of £64bn in pensions, £5.3bn in misplaced investments and shares, and over £8bn in misplaced life insurance coverage. At Gretel, we consider it needs to be straightforward for folks to search out and get well cash that is because of them. We’re on a mission to assist our members to find and get well belongings and empower them to really feel extra answerable for their monetary lives and futures.
“Our partnership with LifeSearch will additional bolster our prospects’ expertise utilizing our providers, not solely via offering a spread of safety but additionally by providing training to in the end gasoline their monetary confidence. We’re assured this partnership will proceed to clear the mist surrounding safety and strengthen their monetary resilience.”
Final yr, 2plan Wealth Administration, a wealth administration firm within the UK, and LifeSearch, the unbiased safety specialist, began cooperating for referrals.
The up to date technique, which is accessible to all of 2plan’s advisers, which quantity over 450, nationwide, went into impact at the start of November 2023.
By means of the collaboration, 2plan advisers have the choice to refer prospects who’ve a decided want for defense straight to LifeSearch. After that, LifeSearch will tackle regulatory oversight of the safety recommendation.
