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Hitting a brick wall

I returned from a short career break travelling around Cambodia and other

parts of Indo-China in April and, being of the age that pension matters

become important, I decided to tidy up my own pensions.

I have had unbelievable problems trying to get information from Standard

Life. All I have been asking for is a quotation to transfer a small PPP

fund into my bigger plan with Standard and a TVA for some final-salary


Standard Life repeatedly refused to give me the information and suggested

I seek financial advice from a firm with which I have never dealt but which

I suspect are now my financial advisers by acquisition.

While I support Standard&#39s attempt to promote advice, I am disappointed

that it feels that an individual who is ASFA-qualified (including G60), as

I have repeatedly pointed out to it, is unable to make his own decisions.

I am still waiting for the first set of figures. This has been going on

since April. I feel like I have been banging my head against a brick wall

but I have learnt an important lesson about client service.

Phil Mines

The Whitechurch Network, Kings Weston Lane, Bristol


iShares – iBloomberg European Cyclicals

Thursday, 19 July 2001.Type: Exchange traded fund.Aim: Growth by tracking the Bloomberg European investible cyclicals index.Minimum investment: Subject to negotiation with stockbroker.Maximum investment: None.Investment split: 100 per cent tracking the Bloomberg European investible cyclicals index.Place of registration: Dublin.Isa link: Yes.Pep transfers: Yes.Charges: Annual 0.5 per cent.Commission: None.Tel: 020 7668 8007.

Duty of care

At the age of 89, Mrs B had already been widowed for some years. Afterbreaking her hip in a fall, she moved into residential care. While sherecovered fully from the fall, she continued to suffer from short-termmemory loss, diabetes and a heart problem. She sold her property for £93,500 when she moved into care. She […]

Pension offices cause waiver waves for IFAs

Some of the UK&#39s biggest stakeholder providers are being criticised byIFAs who claim that their stance on waiver of premium is blocking business. Some life offices, including Norwich Union and Standard Life, are refusingto allow employers to contribute to waiver in the new tax regime, saying anentirely new policy should be set up outside of […]

Death in zenith?

The state of the market and, in particular, distribution were the subjectsof a debate on the former Royal Yacht Britannia recently. The event, entitled Depol-arisation, the end of the IFA? was the first ofa series o ganised for senior industry executives by IBM, as part of itsInsurance Executive Impact programme, sponsored by Siebel. A panel […]


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