As COVID-19 continues to spread throughout the UK, we’re doing all we can to protect the health and wellbeing of our staff. We also want to ensure we’re well prepared to continue to provide a good service to customers.

Social distancing

We’re quickly becoming more aware of how the virus spreads and implementing changes to our ways of working to limit contact between our employees and customers.As well as introducing home working rotas for our employees who are able to fulfil their roles remotely, our Estate Planners will soon be pausing face-to-face meetings and providing you with the same level of support by telephone, Skype or other web-based solutions. We believe this is the right thing to do to limit the spread of COVID-19 within the community.

Preparing for further disruption

As restrictions on movement and businesses become increasingly likely, we may face challenges to maintaining our service at its current level.  

While we’re actively working to mitigate any potential disruption for you, we’re asking you to take action now to make sure you can access the information you need if, for example, we’re unable to operate from our head office for a period of time.

Lasting Powers of Attorney and Wills, will be completed remotely, Adrian is currently looking at ways these documents can be signed to make them legally binding. If you are considering either of these documents then I would advise you arrange them without delay.

Meeting our customer needs

We’ve already seen early signs that more customers are looking to our services and it’s important we support you to meet those needs.

Given the potential for delay to paper application forms if we see disruption to the postal service or we’re unable to access to our head office for any period in the coming weeks, we recommend you use paperless applications if you’re set up to do so.

Staying in touch

We have sent our offer to help to our most vulnerable clients, we will be offering 3 days a week telephone calls, help with shopping and prescriptions.

As a situation that’s evolving rapidly, we’re committed to keeping you informed of further developments and any changes that may impact customers and your business.