Our Services
Our Services
Discover more about our extensive range of professional services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.
Service Proposition
With over 25 years’ experience of working in, and around, the later life planning, financial services, intermediary distribution, & contact centre sectors, we help new and established businesses launch into new value-added complementary products & services for their clients/customers with particular focus on prepaid funeral plans, legal services, pension reviews & financial advice.
Allan B Hughes FCMI
Owner & Principal Consultant
Prepaid Funeral Plans
The Prepaid Funeral Plan market underwent seismic change on 29th July 2022, as the Financial Conduct Authority ("FCA") took on regulation of the sector. Only 26 plan providers made it through the rigours of the authorisation process.
Considered by many as Subject Matter Experts in the field of prepaid funeral plans, and the wider marketplace, we have supported many plan providers & 3rd party distributors (Intermediaries) in navigating the pre and post regulated landscape.
Get in touch to find out more about how we can help.
Estate Planning
"Have you got your affairs in order?"
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A familiar saying from many a movie, however it may surprise you to know that very few people actually do have everything squared away for when their time comes. Indeed, fewer than 4 in 10 adults in the UK have made a Will!
Something even more surprising to hear, is that recent research has indicated that around four out of five adults (78%) across the UK have not registered a Lasting Power of Attorney (LPA). This figure includes 77% of the over-55 age group.
With extensive knowledge of all Estate Planning solutions, coupled with unique experience in setting up and embedding these value-added services into complementary businesses, we can source the perfect business to partner with, and have you up and running in a matter of weeks.
Life Cover & Protection
Are you seeking to add a new revenue stream that will not only future-proof your business but also provide invaluable protection and peace of mind to the consumers you serve?
Adding protection products to your proposition such as Life Cover, Funeral Insurance, Critical Illness, and Income Protection, could be the solution. With less than 1/3 of people in the UK having life insurance in place you may be in a privileged position to help your clients/customers bridge this ‘protection gap’.
We will work with you to determine which distribution route is best aligned to your current business model, and in no time at all you will be able to offer a new array of protection products direct to the consumers you serve, and your advisory network partner will even provide full technical and training support!
Please get in touch with us to find our more.
Services
We offer a wide range of services to meet every type of business.
Partnerships
Sourcing, managing, and developing, B2B relationships in sync with your corporate strategies.
Consultancy
In-depth consultancy services covering market insights & analysis, proposition development, and omni department analysis.
Leadership Mentoring
Supporting early stage, and aspiring, people leaders on their leadership journey.
PMO
A full PMO (Project Management Office) contractor relationship whereby services are retained for an agreed period in order to achieve the defined project objectives.