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IFA claims Friends is poaching his clients

A Swansea IFA says Friends Provident is trying to poach his clients again

despite his demand that the company takes them off its mailing lists.

Hartley Greatbatch & Co IFA Keith Lewis is angry that one of his clients

has been invited to one of Friends&#39 inheritance seminars although he asked

the company to remove his client&#39s name after a similar invitation more

than a year ago.

Friends says its local branch is at fault and the invitation went out

without checks being done to avoid a crossover between the IFA and

direct-sales arms.

But Lewis claims the Friends is “attacking” his client base. He says he

has also received the invitation, which he puts down to being a paid-up

Friends policyholder himself. The deceased wife of his next door neighbour

has also been invited.

Friends spokesman Jim Murdoch says: “IFAs are our bread and butter so we

do not want to cause them upset. This should not happen. We need to correct

it. IFAs should contact us if they have the same problem.”

Lewis says: “Every IFA should know Friends Provident will possibly sooner

rather than later attack their client list and they have no control

internally on checking client lists they are using and they probably don&#39t


Letters, p24


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