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Clerical Medical Customer Service
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Both L&G and CM use Origo, and transfers via Origo do not need any forms unless you have triggered an amber or red alert. That would seem unlikely with an L&G pension being the destination.the-e-dealer said:they require forms to be filled in before they will do transfer.I am trying to move to Legal And General. I'll build a bonfire of all the daft paperwork they have sent me multiple times.
So, what forms are they sending you?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 -
See this threadthe-e-dealer said:
Absolutely. 4 months and they still havent moved my pension to a better provider as requested. Duplicate forms sent to me. Missing forms Mistakes failures to get back to me 3 Complaint Managers so far. Why should it be hard to move a relatively small amount of money - 72,000. So easy to take out of a bank. Im seriously thinking of campng outside their head office.ClericalMedicalVictim said:Has anybody experienced the appalling standards of customer service being delivered by Clerical Medical of late ? I would be interested in gathering a body of affected customers with a view to achieving a satisfactory level of conduct by Clerical Medical. In response to my recent experiences I have been told that Clerical Medical have installed a new IT system that is causing widespread problems - I am assuming I am not the only person affected ?
https://forums.moneysavingexpert.com/discussion/6491638/clerical-medical-extremely-poor-service
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