Meet Jennifer Aviva Financial Advice Customer
(JENNIFER SPEAKS) My name's Jennifer and I live in Brentford. I've lived here for 25 years now. I retired nearly five years ago, and I'm enjoying the benefits of retirement. I enjoy doing yoga. I swim occasionally. I enjoy spending time with my family, my son and my granddaughter. Yes, I like retirement.
So, I had various pension pots with different providers, one of them being Aviva. So, I knew I had to do something about the Aviva one, and that's when I made the call, which I was quite nervous about because financial advice had been problematic, so to speak. I actually asked Aviva, could I just take my money, pay the tax on it, and it would all be under my control. That's when the person on the phone said, "I think we might need to get advice." So reluctantly I said "yes, that would be okay".
(EMMA SPEAKS) I'm Emma. I'm a financial adviser for Aviva. I've been in the financial services industry for 20 years this year. I really, really enjoy it. I couldn't think of a job that I would rather do. When I spoke to Jennifer she was very, very nervous about taking advice. She had a bad experience in the past, and it had left her, understandably, very nervous of the industry.
(JENNIFER SPEAKS) Emma phone me, and I think it was very nice to have a lady phone me. So, after several phone calls, Emma came to the house. It was nice to meet her, and she was able to give me examples of what my choices were. And then she went away, and she came back with more information for me, so it was all very reassuring. It was nice to see it in black and white, so to speak. Having sorted the final part of my pension out with Emma's help, that's the final piece in the puzzle, I find, which is very comforting indeed I have to say. It's made a huge difference which I wouldn't have been aware about if I hadn't got the advice.
(EMMA SPEAKS) I'm just really pleased how the course of our conversations, that Aviva financial advice and myself as an advisor could help her and put her in a better financial position than she would have been.
Aviva do really care about their customers and that was something that I really wanted to put across to Jennifer.
(JENNIFER SPEAKS) I would highly recommend Aviva. It's a good advice, it really is the best thing, and the best thing to get it from such a huge, long-standing organisation, I think is key.
(AVIVA FINANCIAL ADVICE SLIDE)
There's no charge for your first meeting with an Aviva financial adviser and no obligation to proceed. The charges for our service will be fully explained to you at your first meeting.
Our service is restricted – where any products or services recommended will be Aviva products and services. Visit www.aviva.co.uk/advice to find out more.
