saving money & gaining peace of mind – why a protection review matters for families

When life changes, your financial protection should too. One of our long-term clients recently came to us for help with a new mortgage — but what we ended up helping them with went far beyond that.

Here’s how we saved them money, simplified their protection policies, and gave them greater peace of mind for the years ahead.

We’ve worked with this couple for years. Now, with two young children and a move to a bigger home on the horizon, they came to us for help arranging a new mortgage.
As part of the process, we suggested taking a look at their existing protection policies — something many families overlook.

While reviewing their insurance, we discovered something that’s more common than you’d think:

Mum had been paying £40 per month for a life insurance policy she no longer needed.
It had been in place for 4 years — costing nearly £2,000 in total — with no longer relevant benefits or structure.

We took the opportunity to streamline and upgrade their entire protection setup:

• Designed a single family-wide protection plan

• Life insurance for both parents

• Critical illness cover

• Protection for both children

• Ensured the cover was relevant, affordable, and future-proof

• Arranged everything as part of the mortgage process — no extra admin or time burden for them

• Cancelled the outdated policy that was no longer needed

• Mum no longer overpaying for unnecessary cover

• Whole family protected under one streamlined policy

• Greater cover, tailored to their new lifestyle and mortgage

• No fee for the review or policy updates

• Peace of mind as they move into their next chapter

Many people think of insurance as a one-and-done task — but life changes, and your protection needs to keep up.

• “Am I double paying?”

• “Does this cover what I think it does?”

• “Do I even need this policy anymore?”

These are the questions we help families answer every single day.

You don’t need to be applying for a mortgage with us to have your protection policies reviewed.
We offer:

• No fee reviews

• No pressure

• No fee to set up or update your cover

Whether it’s life insurance, income protection, or critical illness cover (for adults and kids), we’ll help you understand exactly what you have — and what you might be missing.

Let’s make sure you’re not overpaying or under-covered.
One call could save you money and protect what matters most.

Hi, I’m Amy from Go2Protect. As a fellow mum, I know how challenging it can be to think about life insurance, especially during maternity leave. It’s not glamorous, but it’s crucial for your family’s future. We specialise in helping Busylizzy parents with clear, personalised financial advice. Whether you’re reviewing policies or seeking the right coverage, we simplify the process and take care of the “life admin,” so you can focus on your little one. Book your free consultation today and let us help protect what matters most.