Adviser complains of 'poachy' letter Aviva sent to customers

'Quite ridiculous'

Tom Ellis
clock • 2 min read

A financial adviser, who is himself a pensions customer of Aviva, has dubbed a letter the life company sent to customers requesting information about their advice situation "poachy" and "aggressive".

Cambourne Financial Planning director and Chartered financial planner Mark Loydall received a letter from Aviva asking whether the life company had the correct information about his financial advice situation. The letter requested that, if he was currently receiving advice, he give the insurer a call to "make sure" its records are up-to-date. "I feel very sceptical about it," said Loydall. "The fact you have to ring them - you cannot email them or anything - it is just really aggressive in its approach. "They are quite within their rights to write to clients - we cannot object abou...

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