June 24th, 2020
Due to the restrictions imposed by the Government as a result of the Covid-19 pandemic being gradually eased, we thought it best to update you all on how we continue to provide the service you know and expect.
Our aim is to continue to keep both our clients and staff as safe as possible. Since lockdown began, back in March, we have done our utmost to embrace technology and become as paperless as possible.
Some of the ways we have done this are:
- We have converted our own documents so that they may be completed electronically and are pushing product providers to do the same with theirs.
- In most cases, we have the facility to be able to verify identity electronically rather than needing the original documents from you.
- Meetings can now be held by telephone or video, using systems such as Zoom, Microsoft Teams, Skype, Facetime, etc.
- Made our teams’ individual contact numbers available on our website.
- Embraced new ways of communicating amongst ourselves, meaning we are stronger as a team and far more efficient than ever before.
Other ways we have adapted to the situation imposed upon us all, is to keep in contact with you as much as possible. You may have spoken with your adviser more regularly than normal or missed a call from them.
The reason for this is to keep you up to date with the current market place, to discuss your individual policies, to see if your circumstances have changed (which may impact upon advice needed) and to see if you need any help in any way. If you’ve missed a call from us or would like a chat about your finances anyway please do not hesitate to contact us.
Finally, we have begun to gradually increase staffing numbers at our offices, although our Hartlebury (Kidderminster) office still remains our main ‘hub’ with intermittent staffing at the other offices. All other members of the team, continue to work from home.
We ask that you continue to follow current government guidelines regarding any face to face contact with us and to agree with your adviser regarding how any meeting may be held.
The main thing to remember is that we continue to be here for you through these challenging times, so keep in touch!
Written by: Kay Crooke – Associate Practice Director, Prosser Knowles Associates Limited