Why HSBC Life?
 

HSBC Life (UK) Limited is part of the HSBC Group, one of the largest banking and financial services organisations.

We’re easy to do business with

We offer advisers support to develop their protection business. This includes access to our dedicated Business Development and Adviser Support Teams, HSBC Access (our online servicing portal), plus presence on adviser quote portals and great value for money products.

Supporting your protection advice

We understand that when it comes to providing protection no one size fits all. We have a selection of protection products designed to meet the needs of your clients with young families, mortgages, or older people looking to leave assets and legacies. Our life insurance and critical illness products are backed by:

• Straightforward underwriting - no requirement for a pre-sale GP report, although there may be cases where a simple medical exam is required.
• Customer friendly claims process
• No application paperwork to complete – apply via your preferred sourcing platform
• Access for your clients to our HSBC Life Online Health Services, offering a valuable range of health and wellbeing services*
• A dedicated business development team to support your protection business
• Thinking based on mutual success – because when we’re together, we thrive

* This is a non-contractual benefit provided by Square Health. The services provided are not part of the insurance cover your client’s policies provide. While HSBC Life have the right to change or remove these additional health services at any time, such a decision will not affect your client’s insurance cover with HSBC Life in any way.

Pre-Sales Underwriting Tool

Why use the tool?

• Answers all pre-application enquiries across multiple medical conditions
• Provides an instant, indicative underwriting decision with any applicable loadings
• Reduces time spent on applications that may not proceed
• Covers HSBC Life critical illness, life, and life and critical illness products

Click here to use our Pre-Sales Underwriting Tool

Apply For An Agency With HSBC Life

Before you can start arranging life insurance and critical illness cover for your clients you will need to apply for an agency with HSBC Life and go through our on-boarding process which is open to all club members. You’ll then be able register to use HSBC Access — your online adviser portal
 

HSBC Access – your online adviser portal

This is the place to retrieve in-progress applications, manage submitted policies and track your commission status.
To register and begin arranging life insurance and critical illness cover with HSBC Life, contact our Protection Team.
Click here to download and read our interactive guide to the HSBC Life Adviser Portal.

Protection Support Team

Whether you need support with your agency setup, technical support or general sales support our dedicated Protection Support Team are happy to help. They are also supported by our team of National Account Managers and BDMs. Call them on 0345 587 3877 or email [email protected].

We’d also like to welcome you to join one of our weekly webinars with our Business Development Team who will explain everything you need to know about working with HSBC Life. Click here to register.

HSBC Life (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England (United Kingdom) number 00088695. Registered Office: 8 Canada Square, London E14 5HQ. Our Financial Services Register number is 133435. HSBC Life (UK) Limited is a member of the Association of British Insurers