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NU finally addresses IFA firm’s relocation

A Berkshire IFA says Norwich Union is continuing to send client information to his firm’s former address three years after he told it he was moving.

Millfield Osceola director Andy Clark says it poses a security threat and gives him no confidence in NU as it is only on particular product lines – bonds held in CGU policies – that he has suffered problems.

He says the information is sensitive as it contains clients’ bank account details, policy statements and investment updates.

NU acknowledges that it was advised of Clark’s change of address in 2004.

Spokeswoman Cheryl Cox says: “The address was changed in 2004 for most policies but a number had not been picked up. We can only put it down to human error. We sent a letter to the IFA yesterday letting him know all records have been updated but the time taken for Mr Clark to be advised of what has happened is a bit of a worry. We can only apologise.”


A failure to communicate?

Guy Anker says small firms have been heavily criticised in the FSA’s probe but some are asking if the regulator is getting its message across effectively.

FSA duo lead the betting for new chief executive

City bookies Cantor Index has set out early odds for who is in the running to replace FSA chief executive John Tiner with internal candidates heading up the betting.Managing directors Clive Briault and Hector Sants lead the field with Briault as 7/4 favourite and Sants 2/1. The third managing director David Kenmir is next at […]

Suffolk Life wins customer service award

Suffolk Life has been awarded the first-ever independent Investor In Customers award.The Investor In Customers assessment is a new independent service which assesses and recognises companies in all business sectors for their customer focus in four key areas – understanding customer needs, meeting customer needs, delighting customers and developing long-term relationship with customersThe four principles […]

Twist of fate

People who bang on about their rights could learn a lesson from Oliver.

Where next for the price of oil?

Having stabilised at around $65 a barrel, many investors are questioning if the price of oil will rise, and when. Richard Hulf provides his view. Richard Hulf, manager of the Artemis Global Energy Fund, sets out his thoughts about how the oil price may move through the next six months. At the start of the […]


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