Policy Management Service
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When did you last see the guy that sold
you that pension plan, endowment policy,
life cover, savings plan?
Regrettably the answer is likely to be
on the day that you initially bought the
policy.
As part of the service that Accord offers
its clients, with your approval we will
transfer the ‘agency’ of all
of your existing policies to Accord IFA.
This means that when you receive a letter, statement or other written
communication from each provider,
Accord will receive a copy at the same time that you do.
Whilst not promising to perform miracles, if the correspondence
is meaningful and requires action on your part, we will then
contact you with a brief explanation as to what you
should do and why you should do it.
Although some of the bank assurors and old fashioned
insurance companies are often reluctant to cooperate
with the Independent sector, since offering this service
to our clients, the majority of them have expressed
delight at only having ‘one port of call’ to make and
‘one real person’ to speak to when they need
information about any of their policies.
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