Moneysworth wins Best Small Protection Advice Firm 2023!
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Moneysworth was delighted to be ‘highly commended’ by the judges at the recent COVER Magazine Excellence Awards.
We were especially pleased that our commendation came in the Outstanding Client Engagement category as this means the expert panel have recognised the quality of service we provide to our clients.
During the initial advice process, we always take time to fully explain the level of service we will provide. We then conduct a comprehensive fact finding process to ensure we fully understand your needs, circumstances and overall financial position.
The next step is to research the whole of the protection market to see if there are any life insurance, critical illness insurance and/or income protection products that you would benefit from taking out.
If we make a personal recommendation, we always explain this recommendation in detail via a Suitability Letter, and we ensure that you are provided with all of the relevant product literature for the insurer.
Once any advice process has been concluded, we remain available to answer any questions you might have, or to arrange additional insurance should you require this. For clients with special circumstances, we will contact you every 12 months to conduct a formal annual review, where we will assess whether the policies you hold are still meeting your needs.
You may be aware of the Consumer Duty, which was introduced by our regulator, the Financial Conduct Authority (FCA), on 31st July 2023.
The Consumer Duty places new obligations on financial services firms to take positive actions to ensure they deliver good outcomes for their clients.
Moneysworth wholeheartedly welcomed the introduction of the Duty. We have always been aware of the importance of treating customers fairly.
We have trained all of our advisers on our expectations of them when servicing clients, and all of our advisers undertake regular ongoing training to ensure they remain up-to-date with developments in our industry. We carry out ongoing internal monitoring of the quality of advice we provide.
We see this Highly Commended award from COVER as recognition of the efforts we make to ensure our clients receive excellent outcomes in the new Consumer Duty world.
Moneysworth is delighted to have been shortlisted once again in three categories at the 2024 COVER Magazine Excellence Awards.
These awards recognise the very best firms across the UK insurance sector. We have been shortlisted in the same categories as last year:
We won the Small Intermediary award last year and are looking to make it three wins in five years in this category, and four wins in six years if you count our 2019 victory in the Specialist Intermediary category.
Our nomination in the Specialist Intermediary category reflects the specialist service we provide to clients who may find it difficult to obtain life insurance, critical illness insurance or income protection insurance elsewhere.
We were also delighted to be shortlisted for the Client Engagement award once again, as this reflects how we always put the clients; interests first, something which is more important than ever following the introduction of Consumer Duty last year.
We were also delighted to receive this endorsement as further recognition of the positive outcomes our clients receive, which complements the superb feedback they give us on a regular basis. We were also delighted to receive the Feefo Platinum Service Award earlier this year.
We were fortunate to win one of these awards in 2023 and hope for further success at the ceremony in October.
Health & Protection is a leading publication for intermediaries, consultants and brokers in the world of healthcare, protection and financial advice.
Above all, these successes are testament to the efforts of our directors, advisers and administrators, and a fantastic acknowledgement of the quality of service we provide to our clients.
Both our clients and the industry experts have recognised that we offer the highest levels of advice and customer service, so if you are a consumer seeking life insurance, critical illness insurance or income protection insurance, get in touch with us today. If you work for a financial services firm, then you can rest assured that your clients will be in safe hands if you introduce them to Moneysworth, so please contact us to find out more about what we can offer.
On International Women’s Day, Moneysworth would like to take this opportunity to thank all of the fantastic women who work in the UK financial services industry, especially the women that work for the insurance providers we use and for the firms that have introduced business to us in the past.
We would also like to thank the women who work in Moneysworth’s great team, and to acknowledge the massive contribution they have made towards ensuring we won the Platinum Service Award and the two Best Small Protection Intermediary Awards we scooped during the last six months.
In an industry where sadly only 16% of investment advisers and 26% of mortgage and protection advisers are women, we are proud to say that we have a higher proportion of female advisers than these industry averages. A female member of our team was the consultant who advised or arranged 50% of the policies we have organised in 2024 to date.
The Platinum award is based on customer feedback submitted via Feefo, where recent complimentary feedback for our female employees includes:
“Excellent Service. Professional, Helpful, Personal service. From my initial enquiry, Joanne provided reasonable options. She cheerfully and promptly answered all my queries – even though some unusual circumstances meant this process and the medical took months. When the final premium was increased, I asked that she review and she appealed to the Insurer and the premium was revised to the original. Highly commended also to Gemma – always professional and helpful. A relief to deal with real people; rather than the ubiquitous automated system. I am pleasantly surprised by such tenacity and service and will contact Joanne for any future insurance requirements.”
“Fantastic service. First contacted Moneysworth in 2022 to arrange life insurance with an underlying heart condition, after I’d been declined by a major provider. They were really informative, and talked through all the options available to best suit my family. They were then incredibly patient and professional when an unexpected health issue changed my circumstance. When I got back in touch in late 2023, they worked through several providers and managed to secure cover for me. A huge weight off my and my partner’s mind. Thanks so much to Jo and the wider team for persevering and all the help and advice.”
“Lyndsay and Gemma were very, very helpful. All informations were provided, they always kept me updated.”
“My experience with Moneysworth was exceptionally good. The staff were helpful and very professional. They managed to find the best deal for the Life insurance I requested for. The communication was good and they kept me updated from start till end. They found me a Life insurance that’s suitable for me and my family…Thank you Gemma and Lyndsay for all your help.”
Moneysworth director Tim Boddy (centre) receives the Best Small Intermediary award from Jon Brazier, Editor of COVER, and Lucy Porter, the comedian who hosted the event
Moneysworth is thrilled to have scooped two prestigious industry awards in the space of a month.
COVER Magazine’s Excellence Awards ceremony in early November saw us named as the winner in the Small Intermediary of the Year category, an award which is open to smaller companies that arrange life and health protection insurance.
At the same ceremony, we were also shortlisted for two more awards: Outstanding Client Engagement and Outstanding Specialist Intermediary.
This awards success is recognition of our fantastic advice offering and the first-class administrative support we provide all the way from initial enquiry to the point of completion. The judges have also acknowledged the quality of our specialist service where we assist applicants with medical conditions, as well as applicants who are non-UK residents, to obtain life insurance and other protection.
The success at the COVER awards comes just weeks after we landed the Health & Protection Award for Best Small Protection Advice Firm for the second year in succession. Although we have been successful at both of these ceremonies in the past, 2023 marks the first year when we have won an award from both of these organisations.
The COVER judges chose Moneysworth because of our “dedication to securing results for vulnerable clients and those that have struggled to secure cover elsewhere.”
When presenting the Health & Protection award, the judges praised Moneysworth for our commitment to handling “more complex cases” and remarked that we had received “powerful testimonials” from satisfied clients.
We were also shortlisted in the Best Individual Advice Firm category at the Health & Protection ceremony. This award category was open to insurance brokers of all sizes.
Moneysworth director Tim Boddy commented:
“We are delighted to have won this year’s Cover Excellence Award for Small Protection Intermediary of the Year. It is a fantastic achievement and deserved recognition for our dedicated team, who work incredibly hard to ensure our clients receive good outcomes from insurers. This year we also won the same accolade at the Health & Protection Awards, so for the industry to honour us twice in this way really reinforces the feeling that we are getting things right!”
No client circumstances are too complex for Moneysworth and we regularly assist clients with serious medical conditions to obtain the insurance they require. We can also source appropriate life cover for clients who reside outside of the UK.
The industry experts at both awards have recognised that we offer the highest levels of advice and customer service, so if you are a consumer seeking life insurance, critical illness insurance or income protection insurance, get in touch with us today.
If you work for a financial services firm, then you can rest assured that your clients will be in safe hands if you introduce them to Moneysworth, so again, please contact us to find out more about what we can offer.
Moneysworth is delighted to announce that it has won the Health & Protection Award for Best Small Protection Advice Firm for the second year in succession.
Health & Protection is a leading publication for intermediaries, consultants and brokers in the world of healthcare, protection and financial advice.
This is deserved recognition of the efforts of our directors, advisers and administrators and a fantastic acknowledgement of the quality of service we provide to our clients.
When presenting the award, the judges praised Moneysworth for our commitment to handling “more complex cases” and remarked that we had received “powerful testimonials” from satisfied clients.
No client circumstances are too complex for Moneysworth and we regularly assist clients with serious medical conditions to obtain the insurance they require. We can also source appropriate life cover for clients who reside outside of the UK.
We were also shortlisted in the Best Individual Advice Firm category at the same ceremony. This award category was open to insurance brokers of all sizes.
2nd November could be another very exciting evening for Moneysworth, as we have been shortlisted in as many as three different categories in the Excellence Awards of insurance industry publication COVER.
These categories are:
The industry experts at Health & Protection have recognised that we offer the highest levels of advice and customer service, so if you are a consumer seeking life insurance, critical illness insurance or income protection insurance, get in touch with us today.
If you work for a financial services firm, then you can rest assured that your clients will be in safe hands if you introduce them to Moneysworth, so again, please contact us to find out more about what we can offer.
Moneysworth is delighted to announce that it has been shortlisted in as many as three different categories in the Excellence Awards of insurance industry publication COVER.
These categories are:
This is deserved recognition of the efforts of our staff and a fantastic acknowledgement of the quality of service we provide to our clients.
Moneysworth now looks forward to the awards ceremony on 2nd November, when hopefully there will be further good news!
Before then, Moneysworth is shortlisted in the Best Small Protection Advice Firm and Best Individual Advice Firm categories at the Health & Protection Awards. That ceremony takes place next week, on 11th October.
The expert judging panels have recognised that we offer the highest levels of advice and customer service, so if you are a consumer seeking life insurance, critical illness insurance or income protection insurance, get in touch with us today.
If you work for a financial services firm, then you can rest assured that your clients will be in safe hands if you introduce them to Moneysworth, so again, please contact us to find out more about what we can offer.
