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Our Service Charter
As part of your contract with us, we commit to provide the following
services:
Keeping you informed
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Annual
statements - giving you important information on your policy, including
its position and current value. |
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Automatic
reviews - giving you information on how your policy is doing, together
with different choices, as appropriate, on how to maintain your
policy's valuable benefits. |
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A fund information service - giving you the opportunity to check on
your fund's performance. |
Answering your questions
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A dedicated helpline - giving you access to qualified and friendly
personnel, offering a comprehensive service on all aspects of your
policy. We can help you with any questions you may have, such as
providing quotations, or information on amending the policy. |
Publishing information
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A
dedicated Website - if you feel more comfortable using this medium,
it gives you a wealth of information about the Company and how
we can help you. You can also contact us by e-mail. |
Here are some examples of requests that fall outside of our service charter.
As part of our commitment to service, we aim only to cover our costs:
| Category |
Description |
Examples
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| Duplicate Information |
Where we have already given you the information in the past. |
Premium History.
£50 per policy.
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Unit History.
£100 per policy.
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Duplicate documents.
£10 to £50 per document.
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Non-standard
Services |
We give you certain policy information on a particular basis, format
or frequency. If you ask for additional information, we need to
cover our extra costs. |
Historical Policy Reviews.
£ 50 per policy.
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Pension Splitting.
£250 each policy (maximum of £500).
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Policy Factual Analysis.
£200 per policyholder.
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| Multiple requests |
You may ask for information on a range of policies.
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Information asked for on a number of different policyholders.
£50 per policyholder.
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More than 2 projections.
£25 per projection.
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More than 1 fund switch each year.
£20 per switch.
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 Please click here to print a copy of our service charter. (76kb)
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