LifeSearch has partnered with All in Place to help accountancy firms embed protection advice into their SME client services.
The collaboration will allow accountants to offer clients seamless access to life insurance and business protection solutions, backed by LifeSearch’s fee-free expertise.
The move enhances accountants’ advisory capabilities and broadens the value of their service propositions.
The partnership aims to close a major advice gap. Research from All in Place shows that 78% of UK accountancy firms rarely or never assess clients’ protection against ill health or early death, leaving business owners and their families financially exposed.
All in Place’s integrated planning platform enables accountants to create comprehensive business and personal financial plans.
Through the partnership, accountants can connect clients directly with LifeSearch’s specialist advisers, who provide tailored cover from a wide range of insurers without requiring in-house protection expertise.
Ed Axon, chief growth officer at LifeSearch, said: “Business owners are diligent about protecting their buildings and equipment, but often overlook their most valuable asset – themselves.
“This partnership helps accountants take a holistic view of clients’ business and personal protection needs. By integrating protection into wider financial planning, we can help families and businesses achieve comprehensive, tax-efficient cover that truly safeguards what matters most.”
Richard Bertin, chief executive of All in Place, added: “Our collaboration makes it easier for accountants to connect clients with market-leading protection advice in a crowded marketplace.
“Business owners are often time and cash poor, so we have built a clear pathway to quality advisers through All in Place Now, our dedicated division that helps accountants and clients access the right protection support when they need it most.”
