Access FS agrees exclusive tie with Vitality

Mortgage and protection broker Access Financial Services has agreed an exclusive tie with Vitality in a move to strengthen its training of brokers who are inexperienced in the protection space.

The arrangement will cover the whole suite of protection products including life assurance, critical illness, income protection and private medical insurance.

Access FS runs numerous academies throughout the year to help bring new mortgage and protection advisers into the industry. These academies are designed to train people new to the market to become mortgage and protection brokers.

The exclusive tie with Vitality is designed to help advisers new to advising on protection to understand the sector and ultimately provide clients with the best protection advice.

Access FS also runs a whole of market proposition for experienced protection advisers which will run alongside this arrangement, and the firm confirmed that those wishing to switch and use the new deal with Vitality will be able to.

“In a country which is woefully under-insured and under-protected, the need for protection has never been greater,” commented Access FS CEO, Karl Wilkinson. “The case for this increases further when a person is committing themselves to, what is likely to be, the biggest debt they will ever have in taking out a mortgage, although there are many events in a person’s life which increases their need for protection.

“We are working hard both to increase the number of protection advisers and also to intensify the level and depth of training they receive. This exclusive tie with Vitality provides us with the opportunity to ensure our advisers really understand what they are advising on in depth.”

Vitality UK distribution director, Justin Garbutt, added: “We are delighted to have Access FS as a member of our fast-growing Exclusive Associate channel.  They are a company that truly believes in the value of protection and is taking proactive measures to close the protection gap.

“Their approach to training new people is really refreshing and shows their dedication to ensuring their clients always get best advice. It will be a real pleasure to work with Karl and the team to help them to develop both new and existing mortgage and protection advisers.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


AI, finfluencers and the future of broking
The mortgage industry is evolving faster than ever. In this MoneyAge video, we examine the opportunities and challenges redefining the broker landscape, from AI-powered lending and changing customer expectations to housing affordability, property supply and the rise of financial influencers. Our guest from Chorley Building Society shares practical insights on what brokers need to do to stay relevant and thrive in a rapidly changing market.

Perenna and the long-term fixed mortgage market
Content editor, Dan McGrath, spoke to head of product, proposition and distribution at Perenna, John Davison, to explore the long-term fixed mortgage market, the role that Perenna plays in this sector and the impact of the recent Autumn Budget

NEW BUILD IN FOCUS - NEW EPISODE OF THE MORTGAGE INSIDER PODCAST, OUT NOW
Figures from the National House-Building Council saw Q1 2025 register a 36% increase in new homes built across the UK compared with the same period last year, representing a striking development for the first-time buyer market. But with the higher cost of building, ongoing planning challenges and new and changing regulations, how sustainable is this growth? And what does it mean for brokers?

The new episode of The Mortgage Insider podcast, out now
Regional housing markets now matter more than ever. While London and the Southeast still tend to dominate the headlines from a house price and affordability perspective, much of the growth in rental yields and buyer demand is coming from other parts of the UK.

In this episode of the Barclays Mortgage Insider Podcast, host Phil Spencer is joined by Lucian Cook, Head of Research at Savills, and Ross Jones, founder of Home Financial and Evolve Commercial Finance.