Sandringham Financial Partners adds iPipeline to tech proposition

Integration hopes to increase aware of protection shortfalls

Jaskeet Briah
clock • 1 min read

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

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. The independent advice arm of M&G Wealth 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 protection falls short. iPipeline assistant vice president of client distribution Kate Buckley com...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

Paymentshield brings back unemployment cover

Paymentshield brings back unemployment cover

Migrates mortgage protection and IP book

Jaskeet Briah
clock 25 June 2025 • 2 min read
Mind the gap: How to protect the self-employed

Mind the gap: How to protect the self-employed

'The financial resilience of self-employed clients is essential'

Ryan Griffin
clock 23 June 2025 • 3 min read
Protection and pensions: Overcoming challenges faced across both sectors

Protection and pensions: Overcoming challenges faced across both sectors

'Pensions and protection aren't often spoken about in the same sentence'

Paul Yates
clock 11 June 2025 • 4 min read