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.”