How easy is it for brokers to transfer their schemes?

06 May 2021

Antony Osborne, Schemes Portfolio Underwriting Manager, explains how we make it easy for brokers to transfer their scheme to Ecclesiastical.


When thinking of transferring a scheme, some brokers will have some concerns and could be put off changing insurance providers. How long will it take? Would there be disruption to the service we provide our clients? How much effort will be required? Will I be involved throughout the process? What support will the insurer provide?

We understand that changing insurance providers can be daunting. This is the reason why we make it our job to ensure the transfer process is smooth, quick and you’re involved every step of the way through our collaborative approach. Collaboration is a key factor of all of our scheme relationships. We make sure you’re part of the design and build throughout the new schemes journey is crucial.

How simple is the transfer process? See our simple 6 step process.

Step 1 - To ensure we are the right fit for the scheme, we will have an in depth conversation with you about your plans for the scheme and its performance data. This will enable us to progress to the next step.

Step 2 - We then assess all the information in further detail. Speed is key which is why we will try to come back to you as soon as possible with a proposed schemes approach.

Step 3 - We will then introduce you to the project team. Each scheme has an allocated technical underwriter, as well as specific contacts within the team for queries and referrals. This means that your relationship is with a team and not on one specific underwriting contact. Together, we look at timeframes, marketing, compliance, underwriting and pricing and build a project plan as we gear up together to launch.

We wanted to work with a partner that would actively support us during the transfer process and in growing our nursery scheme. Ecclesiastical was the clear choice for the quality of their support and their willingness to work with us to achieve our growth objectives.

Pound Gates – a partner since 2017

Step 4 - And then you’re live. Ready to start writing business backed by Ecclesiastical underwriting authority. Throughout the planning process we will be in regular contact, collaborating with you every step of the way. This means that we project manage schemes to the marketplace in an average of eight weeks.

Step 5 - Within the first six months of the scheme going live, we will review the account just to make sure everything is working as it should be and review anything that we need to improve.

Step 6 - We don’t like to leave it there. When the scheme launches, you’ll be assigned a point of contact for day-to-day management. This person oversees the scheduling of the annual scheme health check and provides support with anything additional required.

The core of our relationships is a culture that’s built around collaboration. The best ideas are generated from conversations, and our commitment to you is that we will listen, and immerse ourselves in the process to help you continuously develop your schemes proposition.

So if you’re thinking of transferring your scheme, why not contact Ecclesiastical. Our dedicated team are here to make sure the process is simple and easy as possible.

Our team is keen to discuss how we can help you. Call 0345 604 7233, drop us an email to or contact your Account Manager.

Meet Antony Osborne

Antony OsborneAntony is Head of Schemes, this means he manages the schemes areas of Corporate Business, which includes elements of underwriting, pricing, product development and business development, all delivered with the help of a dedicated schemes team.

Previous roles with leading insurers and brokers over a 30 year career have given Antony wide market experience, with a strong focus on developing and managing insurance products that deliver fair value for customer, broker and insurer.