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Aegon / CoFunds appalling
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michelleliverpool wrote: »That is what Aegon have been saying for over a month. Given duplicate statements were promised on two further occasions and have still not arrived, the usual excuses used with regards to slow or missing mail by no means suffice.
We had one delivered to our office as the client directs his mail to us. So, I know they have gone out. You can see them in the documents section online too.
if its in your online documents folder then it was posted as well. If its not in the online folder then it hasnt been generated to post either.
The older statements that were missed earlier in the year are still outstanding and those ones have been promised almost every week for the last few months.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.0 -
michelleliverpool wrote: »Any advice would be greatly appreciated.
Move. And in the meantime, make a formal complaint to Aegon. DunstonH has been relatively lucky to have only two clients with issues (unless he only has two clients on the platform), based on my first and second-hand anecdotal experience. Aegon is now virtually dysfunctional.
Almost anything that can't be done entirely online and requires human intervention will either not happen or go wrong or both. Like your father's paper statement.
Does your father have Lasting Power of Attorney in place?
What kind of investment is it and how much is in it? As you mention L&G, I wonder if it's an insurance bond, which creates potential tax issues with moving.0
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