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

David James CEO on 'filling the gap' between one-man IFAs and consolidators

David James CEO on 'filling the gap' between one-man IFAs and consolidators

‘We’re not trying to be the biggest wealth manager’

Isabel Baxter
clock 04 September 2026 • 5 min read
Nucleus posts £61.5m profit in 2025

Nucleus posts £61.5m profit in 2025

Revenue rose 3.5% to £225m

Isabel Baxter
clock 04 September 2026 • 2 min read
Lync Wealth Management acquires two Belfast advice firms

Lync Wealth Management acquires two Belfast advice firms

Carleton Financial Planning and RJ Savage Asset Management

Isabel Baxter
clock 03 September 2026 • 2 min read