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NatWest Annual Review

Had a call from our local branch last week asking us to make an appointment for an 'Annual Review'. I said that everything was fine and that there was nothing they could do for us but still ended up being persuaded/pressured by the assistant to make an appointment to go in for a review the end of this week

I know when we go they will try and sell us all sorts of things we don't want, if I need house insurance etc. I do my own research online.

My question is, if there is no problem with our account ,which there isn't (we have an arranged O/D but never go over it) do we have to go? My DH not happy about going at all as it means taking time off work just to sit through a sales pitch.

Comments

  • I know when we go they will try and sell us all sorts of things we don't want, if I need house insurance etc. I do my own research online.

    You are far too clever for these pesky bank staff! :beer:
  • chris_m
    chris_m Posts: 8,250 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Just tell them it's not convenient, especially if it means taking time off work.
    I had someone claiming to be my Natwest manager phone me a while back wanting to do this. I said it wasn't convenient to go into town so he offered to do it by phone. We made an "appointment" for him to call me at 16:00 the next day. I gave him until 16:05, then went out. No further call, no messages, nothing. Obviously it wasn't all that important.
  • Kavanne
    Kavanne Posts: 5,093 Forumite
    Just don't go if you don't want to. They can't make you!
    Kavanne
    Nuns! Nuns! Reverse!

    'I do my job, do you do yours?'

  • dunstonh
    dunstonh Posts: 119,848 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    You dont need to go in and the only reason they want to see you is to sell to you. (their products are rubbish as well).

    So, why waste your time?
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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