Every time I have severe admin problems with L&G, I vow never to use it again. But this is the final straw.
In the middle of September, L&G received a life insurance proposal and the application was marked: “Trust form to follow.” The application was then apparently placed in suspense for receipt of the trust form and, even two weeks after receiving the trust forms, the application was still in suspense until I asked for a progress report.
In October, L&G came back and said a full medical was required from the clients and a PMA would be requested from their doctor. The clients went for a full medical although one of the clients was four months pregnant. The report came back to L&G within a couple of weeks.
In December, I contacted the clients' doctor to ascertain why the PMA report had not been sent back to L&G. The answer was that L&G had not sent one.
It was after December 11, when Team M&E Broker Support faxed a copy to the doctors, that things started to move. The service I receive from Team M&E Broker Support and my local consultant is second to none. Thank you for a first-class service .
However, L&G has lost another IFA and I have just lost a valuable client.
Name and address supplied