John Lamb Hill Oldridge has launched its Renewal and Valuation Service for life insurance policies. Clients, Trustees and Advisers face a myriad of issues where they are looking at the insurance policies held by their clients, particularly where the client holds pre-2013 policies encompassing a range of different options and often having underlying investments. Among the issues facing clients/trustees/advisers are: • Annual schedules of cover not produced • Regular reviews not carried out • Changes in client circumstances not taken into account • Changes in trusts/trustees not...
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