Thank you

Thank you for applying for the Shepherds Friendly Simple Income Protection Plan. We are delighted that you have chosen us to protect your income in the event that accident or sickness prevents you from working.

What happens next?

You will shortly receive a welcome email which will confirm your plan details, your payment details and that your application has been successful. Your tele-interview will be conducted on the date and time you chose in your application, and a confirmation of this will be included in your welcome email. After that, you will receive a welcome call from our customer services team, usually within a week of your application.

Please note: To help us set up your plan we are required to carry out several security checks and we may require some additional information. Should we need to get in touch you will receive an email or a text message from our approved partner NIVO detailing instructions on what to do next.

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Need to speak to an adviser?

If you have any questions about your Simple Income Protection Plan, or would like more information about what happens next, the please call one of our professional financial advisers at Shepherds Mutual Solutions on 0800 526 249, or send an email to [email protected]

At Shepherds Friendly we pride ourselves on offering excellent customer service, and promise that you will always speak to a member of our team when you call.

Downloads

If you have not done so already, please download a copy of your application summary and our Simple Income Protection Plan Key Features document and keep them safe.

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