Appointment requirements

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• Availability for two daytime home appointments

• In rare cases, a third appointment may be required

• Meetings must take place Monday to Friday, 9am–5pm

• Latest meeting start time is 4.00pm

• Your spouse or partner may need to attend, depending on your financial situation

 

Information you must provide

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To ensure the process is credible and that you cannot be identified as a mystery shopper, you must be willing to provide:

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• Personal financial information (income, expenditure, savings, pensions, investments, financial aspirations)

• Medical information only if you have been recruited with a protection product need

 

This information is required so the adviser can give appropriate, regulated financial advice.

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Confidentiality

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• All personal information remains on file with NFU Mutual

• It is not used for sales or marketing

• This protects you as a customer receiving formal financial advice