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We’re constantly seeking ways to improve our propositions and help your clients achieve a better later life. And during the lockdown we've adapted many processes to ensure that your clients could obtain the solutions they need. 

You can rely on us for all-star service, some examples are featured below.

 

Helping people unable to sell

During the lockdown, we’ve reduced LTM interest rates of properties being sold for clients who’ve died or moved into long-term care. 

 

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No need to sign key documents

We’ve temporarily changed our processes so that clients don’t have to sign pension annuity forms or leave their home to post them.

 

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We're always here for you

Financial advisers have been able to communicate with us however they wanted to during the lockdown. 

 

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Support for vulnerability

The term ‘vulnerable’ seems to be used more than ever now. We’ve developed more support for advisers in this increasingly important subject. 

 

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equipping staff to work remotely

We immediately increased our remote working capacity, enabling over 98% of staff to safely work at home.

 

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Introducing desktop valuations

Social distancing meant physical property valuations were impossible so we quicky adopted another method.

 

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The Missing piece of  the puzzle

Secure Lifetime Income is a new, innovative solution that helps to provide guaranteed income within a decumulation strategy.

 

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Making decumulation    more robust

We’ve helped firms make their retirement advice processes more robust, consistent and deliver appropriate client outcomes.

 

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adding the personal touch

Helping an adviser to overcome social distancing and make their mum's 95th birthday a bit more special.

 

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Keeping the hidden wheels turning

Adapting working environments so that post can still be managed, and essential documents can still be printed and issued.

 

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