With-Profits Road Shows
In May 2007, the FSA issued a 48 page Insurance Sector Briefing, in which they stated that firms not offering reviews of with-profits policies may not be treating their customers fairly.
They went on to pose a number of questions, the first of which asks: "Are you satisfied that where your customers hold with-profits policies, you are treating them fairly in terms of the ongoing service or advice that is being provided?"
With a deadline for change of December 2008, can you afford not to attend our with-profits road shows? Click here to find our more and to book your place.
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For the 2nd time in 3 years Pensions Profiler has been voted the “Best Specialist Application” in the annual Pensions Management Technology Awards
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