Top 10 Policy Discovery Tips & Tricks (Part 2)

FINANCIAL PLANNERS – Policy Discovery can be one of the most frustrating parts of the job. But don’t worry, I’ve got you covered!

In Part Two of my Top 10 Policy Strategy Series, I’m sharing five more tips to help you simplify the process and make your life easier. And be sure to watch out for the best tip of them all – Number 10.

If you haven’t yet watched Part One, you’re in luck. You can get more great tips, including how to get the letter of authority right the first time right here.

In the video, I mentioned a few helpful resources—here they are…

If you have an old insurance policy but don’t recognise the issuing company (perhaps they no longer exist), check out www.policydetective.co.uk. This handy website can help you identify which company currently manages your policy, so you’ll know what steps to take next.

For workplace pension schemes, the Government’s official Pension Tracing Service is an excellent tool to track them down.