Furious IFAs accuse Aegon of ‘poaching’ customers
The Edinburgh-based firm has written to a number of its customers asking them if they still have a relationship with their financial adviser. If they do not, or if Aegon does not receive a response within 28 days, it is taking the adviser off the policy.
Letters were sent following Aegon’s launch of Retiready, a new “direct-to-consumer” service. However, the tactic of contacting clients directly has angered some IFAs. Carl Melvin, a certified and chartered financial planner at Affluent Financial Planning in Bridge of Weir, said he only found out from his client that Aegon had been in touch regarding their relationship.
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