Turning keyfacts rubbish into client 'must-haves'

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On my way to work this morning, I noted the recycled rubbish collection was running late but I spied something financial services related as a result.

I'm not in the habit or rummaging around in rubbish, so I should point out in my region of London recycling rubbish is placed in large clear bags. Among these bags as I wandered past I was able to spot what appeared to be a customer’s keyfacts document for a mortgage. Aside from the security implications of not actually shredding a document where client’s id or financial information could be picked up by anyone, it crossed my mind advisers have been working hard to try and get the message across to consumers about the importance of keeping all financial documents yet here is a document wh...

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