Sandringham Financial Partners adds iPipeline to tech proposition

To increase aware of protection shortfalls

Jaskeet Briah
clock • 1 min read

Sandringham Financial Partners (SFP) has incorporated iPipeline’s protection sourcing solution, SolutionBuilder, and its PreQuo service into its proposition.

SFP is an independent advice arm of M&G Wealth, covering individual life assurance, critical illness cover, and income protection. iPipeline's PreQuo service, which uses the data from quotes to judge what protection customers need and offers premiums accordingly, has been added to the advisory firm's cash flow modelling tool, CashCalc, amid SFP's growth plans as it continues to invest in adviser technology. SFP said the adoption will engage protection clients early in their journey by highlighting the affordability of cover, as well as increasing client's awareness of where their prot...

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 Adviser / Broking

FCA warns of Rosemount clone

FCA warns of Rosemount clone

Fraudsters targeting individuals

Isabel Baxter
clock 11 November 2024 • 1 min read
COVER Protection and Health Summit 2024: Afternoon roundup

COVER Protection and Health Summit 2024: Afternoon roundup

Product updates and core skills

Cameron Roberts
clock 11 November 2024 • 4 min read
SBG acquires stake in New Homes Mortgage Services

SBG acquires stake in New Homes Mortgage Services

Undisclosed sum

Jaskeet Briah
clock 08 November 2024 • 1 min read