Client Readiness for the families you serve.
Advisers, solicitors, brokers, accountants and care providers spend a large share of their time gathering client information. FamilySafe gives every client household a structured record you can work from, so you spend that time serving them instead.
FamilySafe is Family Readiness for households. For the professionals who serve them, that becomes Client Readiness: clients who arrive organised, and stay current between engagements.
The same structured record a family keeps for itself becomes the shared source of truth you work from, with the client’s permission, and never the other way around.
Built for how your profession works.
Sector pages with specific detail on the outcomes that matter to you, the regulatory fit, and how partnership works.
Financial advisers
Consumer Duty evidence, faster fact-finds, and reviews that start ready.
ExploreSolicitors & estate planners
Earlier engagement, less gathering, and Probate Advisor integration.
ExploreInsurance brokers
Renewal tracking, coverage-gap analysis and account growth.
ExploreAccountants
Less document chasing and complete records at year-end, MTD adjacent.
ExploreEmployee benefits
A differentiated wellbeing benefit with measurable uptake.
ExploreCare providers
Resident and family coordination with ACP and a strong data posture.
ExploreSimple, capped commission. No multi-level anything.
Affiliate
For content creators, community contacts and individuals who refer both individuals and organisations to FamilySafe.
- Up to 15% on referrals, capped and transparent
- No recruitment of other partners
- Option to donate commission to FamilySafe’s chosen charity
Organisation
For advisers, solicitors, brokers, accountants, care providers and employers serving many households.
- Branded client landing on the Premium tier
- Sector integrations, including Probate Advisor
- Marketplace listing and engagement reporting
A partner model that puts families first.
Capped, not pushy
Simple, capped commission rules. We will never ask you to sell on price or push families into a plan they do not need.
Referral, not recruitment.
Partners earn on the clients they introduce, nothing else. No multi-level structures, no recruiting other partners.
Charity option
Partners can direct their commission to FamilySafe’s chosen charity instead of receiving it, supporting end-of-life care in our home community.
I used to lose whole days to chasing paperwork before a review. Now the client brings a complete record, and I spend the time advising.
How partnership works.
How does the commission model work?
Is this multi-level marketing?
What is the Charity option?
How long does approval take?
Apply to partner with FamilySafe.
Tell us how you serve families, and we will be in touch. Most applications are reviewed within five working days.
FamilySafe supports professionals with client organisation tools. It does not provide regulated advice and does not change your regulatory obligations to your clients. Commission terms are set out in the partner agreement.