Review Time
My experience with Canada Life was set-up for me though my broker and was truly easy going from the start. They are very professional and friendly and give solid guidance as you take the steps of your choice. I couldn't be happier, the timescale was quicker than I expected and I was sent my payment on time after a notification.
Having carried out A LOT of research on pension options, I decided to crystallise the two volatile funds I held into one annuity while annuities were at their highest for over a decade. I used comparison sites, contacted companies directly and decided on Canada Life.I was pleasantly surprised by their efficiency. The application was straightforward and the form was jargon free. Communication was excellent with prompt replies and I was kept updated throughout. Fortunately, both funds could be transferred using the Origo system, so there were no transfer forms to fill in which made the whole process easy and painless.I would highly recommend Canada Life. Not just for great rates, but their excellent staff, very efficient service and clear communication.
I give a 4 because I had to come back for a second time for the information I needed to be sent to me. The second person was perfect, but as usual it's a complete pain having to get through bots that can't answer your questions to get to a human who can,
I recently dealt with Mark Foster, Senior Customer Service Administrator at Canada Life, and I was extremely impressed with the service I received. Mark was very supportive, competent and professional throughout the entire process. His communication was clear and timely, and he took the time to ensure I fully understood my options. Thanks to his assistance, I was able to successfully achieve my objectives in relation to my annuity. His professionalism and helpful approach made the experience straightforward and stress-free.Many thanks to Mark for the excellent support.
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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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