About NFU Mutual and this programme
Who is NFU Mutual?
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NFU Mutual is a mutual insurer, meaning it does not have shareholders. This structure supports a strong focus on customers and long-term relationships.
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The organisation began by serving the farming community and still has close links with rural areas, but now serves a wide customer base across the UK. NFU Mutual operates through over 300 local offices, supported by a network of Financial Advisers who provide advice on investments, pensions and protection products.
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Why this mystery shop is being carried out
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This programme focuses on the face-to-face advice provided by Financial Advisers. The findings help NFU Mutual understand how consistently advisers deliver advice and service, and where improvements may be needed.
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Your role
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You are taking part as a real customer with genuine financial circumstances.
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Be yourself
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Do not fabricate information
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Discuss your real needs honestly
There is no obligation to buy anything. Some mystery shoppers proceed with advice or products, others do not. Both outcomes are completely acceptable.
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Benefit to you
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In most cases, you will receive a full financial review, which would normally be chargeable. This is provided as part of the mystery shop, regardless of whether you decide to act on the advice.
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