We’d like to hear your story
At Royal London we remain committed to supporting the adviser market; steadfast in the belief that financial advice has the power to change lives.
That’s why we’re always looking for new ways to show the positive impact your services can have, especially for those who have yet to seek them out.
Of course, the value of advice takes many forms – and we want to help bring this to life for customers.
Tell us your story – and we’ll make a donation to a COVID-19 charity
We want to hear stories about the positive impact your services have had on your clients’ lives.
At the same time, if you’ve helped to support a worthy cause or if you’ve faced new challenges with fresh ideas, we’d like to hear about that too.
Simply share a story with us and we’ll donate £50 to a COVID-19 charity on your behalf.
We’ve improved our online journey for you and your clients
As we all adapt to new ways of working, we’re continuously looking at how we can make things easier for you and your clients.
Our online application journey is fully signature-free – so you can submit cases without having face-to-face meetings.
And we’ve now made our client packs available online. This removes the need to post a copy of the application, making the process quick and easy – and it provides peace of mind that we’ve all the information we need in the event of a claim.
How it works
| Your clients can login securely to an online review to confirm the answers provided on their application are correct, as well as make any changes. | ||
| If there are any changes, it’s automatically routed to a case manager or underwriter to follow-up. | ||
| A copy of this information will appear on your online dashboard but there’s now no need for you to print this or provide a copy to your client directly – this’ll be done electronically. | ||
| For joint life cases we’ll email a separate link to each individual so their data remains confidential (this means you’ll see two versions of the client pack on your dashboard). |
This development is part of our journey to continually enhance our online service, based on the needs of you and your clients.
A paper option will still be available on request.
