Tony Müdd: When signposting does work

When St James's Place Protection Planning (SJPPP) received a call from a customer only five days of the policy being placed on risk and asking for the policy to be cancelled, we knew that there was an issue. In that time the wife had been diagnosed with cancer and the husband had made this request, as he felt that there was no way the insurance company would pay out. On the face of it, it does seem a little coincidental. Upon review, we discussed the issue with the client, liaised with ...