Awful! Bloody awful! In the first instance Canada Life online systems are sclerotic. They have never heard of 2FA which means you rely on 'memorable data'. Unfortunately the system crashes continually so you can NEVER access your account. Until it is reset. Then crashes again.
Secondly to withdraw a Trust requires reams of paperwork. Most of duplication. They say it can be done by email, but reality is that because it requires multiple signatures it has to be printed off [not helpful when the other trustee lives the other end of the country]. They do not seem to have heard of online forms.
In short go with someone who is in the C21 no the C19!
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At Canada Life, we provide retirement, investment and protection solutions to individuals, families and businesses.
We work in partnership with financial advisers to help customers to make more of life. Because we understand that financial security gives our customers the financial freedom and wellbeing that comes with it.
We’re proud of our heritage, our values and our people. In 1903 we opened our first office in London, and in over a century we’ve built a strong and resilient business in the UK.
Let’s build financially secure futures together.
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