Windsor Life Assurance
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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
Duplicate Information Where we have already given you the information in the past. Premium History.
£50 per policy.
Unit History.
£100 per policy.
Duplicate documents.
£10 to £50 per document.
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.
Pension Splitting.
£250 each policy (maximum of £500).
Policy Factual Analysis.
£200 per policyholder.
Multiple requests You may ask for information on a range of policies. Information asked for on a number of different policyholders.
£50 per policyholder.
More than 2 projections.
£25 per projection.
More than 1 fund switch each year.
£20 per switch.

Adobe Acrobat symbolPlease click here to print a copy of our service charter. (76kb)

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