Coronavirus Update and Our Working Practices
UPDATED May 2022:
The safety and wellbeing of our staff and clients remains our priority. We have not rushed to get our teams back into the office as restrictions have eased while we wait to see how the situation develops over the coming weeks and months. We are also, for environmental and safety reasons, still encouraging our advisers and clients to meet online, using Zoom, which we have found to be a highly effective tool for delivering engaging and high-quality meetings.
We continue to deliver ‘business as usual’ services to all our clients so please don't hesitate to get in touch if you have any queries about your pension or retirement planning.
The current actions we have taken are:
- We have provided our Head Office staff with the technology and secure remote access to our systems. This enables our staff to work effectively from home.
- The Head Office remains mostly closed and we will have limited access to incoming mail. We will attempt to identify any urgent correspondence for action.
- Telephones will be manned by staff from their homes but it could be more difficult to transfer your call to the correct person. We may need to arrange call backs where necessary.
- Despite the easing of restrictions, we are still not promoting face-to-face client meetings and instead continue to encourage meetings online or by telephone.
Actions you can take to help:
- Emails would be preferable to telephone calls. If you don’t have a specific email address, please use firstname.lastname@example.org and your email will be actioned.
- Please send us emails and scanned copies where possible rather than by post.
- Please bear with us in these challenging times. We have gone to great lengths and are doing our best to provide the services you need. However, we may need to prioritise workload and some things might take a little longer than normal.
Please visit the News section of our website for additional information and updates.
We thank you for your continued patience and cooperation.