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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

'Netflix for your finances': Money coaching startup targets advice gap

'Netflix for your finances': Money coaching startup targets advice gap

Jess Biggs launches Harman Wealth

Sophia Panayi
clock 13 May 2026 • 3 min read
Open letter urges NS&I regulation and authorisation

Open letter urges NS&I regulation and authorisation

Letter sent to interim CEO Jim Harra by The Family Building Society

Isabel Baxter
clock 13 May 2026 • 2 min read
French wealth manager enters UK market with IFA buy

French wealth manager enters UK market with IFA buy

Groupe Allen acquires London-based Altyx

Isabel Baxter
clock 13 May 2026 • 2 min read