Review Time
I help my client Mr KC Wong ask for the surrender value. My first email sent to Utmost is 24 Mar. I also call Utmost Customer services on 27 Mar morning but helpless. Customer services stated that they cannot do anything over the phone and I would have to await a response from the email in 10-16 working days, even longer. It's unbelievable how difficult it is to review the surrender value and get a form. We send the same request to another insurance company local in the UK, they always responses us within 48 hours. Appreciate anyone can help, thank you very much.
-Update on 31 Mar-
I got a email reply from Utmost today, but Emma remind me their standard response times are 10 to 15 working days from when they received my first request. Anyway
it is happy to see that Utmost answer my queries faster than their standard response times. But I still not yet got the form. Emma promise me will send the surrender pack tomorrow. Hope everything goes well.
I help my client Mr KC Wong ask for the surrender value. My first email sent to Utmost is 24 Mar. I also call Utmost Customer services on 27 Mar morning but helpless. Customer services stated that they cannot do anything over the phone and I would have to await a response from the email in 10-16 working days, even longer. It's unbelievable how difficult it is to review the surrender value and get a form. We send the same request to another insurance company local in the UK, they always responses us within 48 hours. Appreciate anyone can help, thank you very much. -Update on 31 Mar-I got a email reply from Utmost today, but Emma remind me their standard response times are 10 to 15 working days from when they received my first request. Anyway it is happy to see that Utmost answer my queries faster than their standard response times. But I still not yet got the form. Emma promise me will send the surrender pack tomorrow. Hope everything goes well.
I deal with Utmost (earlier Generali) for their Utmost Worldwide plan. I have signed necessary documents so cannot state from legal perspective that I was not aware but the agents selling this make sure you do not understand the fees being collected by them. It is extremely high. After servicing 10 years of payment, I received bonus USD 6K which was more than appropriated under administration charges. Infact, the charges was more than USD 6K. If you are stuck with them, like I am, I am continuing since the surrender charge is high but if you can avoid, please do.
Utmost pan Europe. 2015 and 2016. Account still active. Accepted false instruments from a Guernsey trustee without question and issued a policy in their favour with two people as lives assured without their consent. Accepted large sums of money with inaccurate and missing SOF/SOW despite asking the Guernsey Trustee for it. Accepting documentation with forged signatures. Trying to extract 230,000 Euros from an account without the clients knowledge or permission. Despite being sent hard evidence, including forensic reports, still have the account and still charging fees and still allowing churning of assets. The account is still in a persons name that has been deceased since December 2016. It was my father in law. Utmost continues to refuse to correspond. You issued a policy to a Guernsey trustee following the receipt of false instruments and accepted large sums of money in different currencies with missing bank documentation despite your organisation asking fot it. You are responsible for documentation received from 3rd parties. The buck stops with Utmost so please don't palm us off to another jurisdiction. The account is still showing the name of the life assured who has been dead since December 2016. should this account now show the relevant life assured who is still alive? You have been told he is deceased.To be clear, the policy is my father in laws not mine. He has been deceased since 2016.
Slowest Conpany to claim pension monies from. Aviva sent me forms and monies same day I responded with signing of forms. Its is now weeks since Utmost sorted this (and Im still waiting). Found the people there I spoke to unhelpful and stroppy also
Utmost want you to print off forms & post in when others happy for security questions & can do in email. Suffering from ill health at moment do cannot do this. Just want to see online and find out process to take some pension at 55.
Online access needs a bit of work esp for former Reliance pensions but otherwise my experience with Utmost was very good. They took on my Equitable pension and managed a reasonable return and also my former Reliance SERPS. I was always pleasantly surprised at how the latter performed. When it came to transferring the funds to an annuity provider this happened startingly quick. In fact I asked for the transfer to occur ASAP, expecting delays of weeks. It all happened in a matter of days! Good on the phone too.
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