I would like to highlight the wonderful service that Abbey Group is providing in helping me to advise clients.
Yesterday, I received a letter from the mortgage division without date, reference or name of the sender. The letter advised me that they did not hold a copy of my MCCB certificate and requested that I complete another introducer's form – last completed November 2003. No apology for mislaying papers nor the additional work imposed on me, just a threat to terminate my agency. Working on the basis that resistance is futile, I duly obliged.
I introduced a client to the Pegasus arm for £750,000 of critical illness in January. There have been numerous delays in underwriting but outstanding information was received on the 13th of this month. I was told that underwriters may deem to look at it at the end of next week.
So far, I have spent between 8.15am and 9.50am resolving these problems. I hope your readers can benefit from the hard lessons I am learning.
Ion J Tsakalis
IFA, Sage Roxborough,
Hove, East Sussex