Clients of Britannic Money are now being offered a free will-writing service through an established ...
Clients of Britannic Money are now being offered a free will-writing service through an established law firm because too many people still do not have a will in place.
A free introductory service is being trailed in the South-East to encourage homeowners to either write a will or bring an existing document up-to-date through a partnership with Chancery Law Group.
If successful, the scheme will be expanded nationwide in the hope homeowners will want to find out more.
Bob Perks, Business Development Manager at Britannic Money said: "As the innovators of the Current Account Mortgage we offer our customers the ultimate financial planning tool for their home finances. This new initiative provides our customers with an opportunity to protect their assets, a service that offers a real benefit to them."
IFAs should consider using such will-writing schemes or partner with legal firms, rather than trying to do legal work, says Britannic Money, because mistakes in wills or similar legal documents could eventually cost the IFA considerable money if incorrectly written.
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets