Customer case study - Richard Whitehouse

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Information about Customer case study - Richard Whitehouse

Published on March 7, 2014

Author: teachersassurance

Source: slideshare.net

Description

Richard decided that having taught for 10 years, it was the appropriate time for him to start a long term savings plan so that he would receive a lump sum return in the future.

As an ‘optimistically cautious’ investor, a product guarantee was important to Richard so as to ensure that he did not lose money at the end of his plan’s term. Richard was not a previous Teachers Assurance customer, but was attracted to the company as a result of their innovative product offerings.

Case Study: Guaranteed Savings Plan Richard Whitehouse, 38 from Cornwall Background Richard decided that having taught for 10 years, it was the appropriate time for him to start a long term savings plan so that he would receive a lump sum return in the future. As an ‘optimistically cautious’ investor, a product guarantee was important to Richard so as to ensure that he did not lose money at the end of his plan’s term. Richard was not a previous Teachers Assurance customer, but was attracted to the company as a result of their innovative product offerings. “ verall I like the products offered O by Teachers Assurance, and find the company and its representatives to be understandable and fair.” Product Having explored his options, Richard selected the Teachers Assurance Guaranteed Savings Plan as his chosen product. The Teachers Assurance Guaranteed Savings Plan allows customers to invest between £50 and £500 per month for a chosen fixed term of between 10 and 25 years. The plan is a stock market linked investment, which means that investments can go down as well as up. The product also comes with an important safety net; meaning that if investment values fall the product offers a minimum money back guarantee providing all premiums have been paid in full until the end of the plan term. However as a fixed term investment, if cashed in early the plan may return less than what has been paid in. The result Richard is very satisfied with his Guaranteed Savings Plan, and is looking forward to the future and his plan’s maturity. Richard also remains pleased that he selected Teachers Assurance as his financial services provider, and since becoming a customer has always been impressed with the company’s service and ethos. “My Guaranteed Savings Plan is designed to provide me with a lump sum for the future, which I can use for holidays - unless I need it for something more boring! It will be great to have a lump sum of money that I can do something significant with. “Overall I like the products offered by Teachers Assurance, and find the company and its representatives to be understandable and fair. I have also found the staff helpful and believe them to be knowledgeable about my requirements.” If you would like to find out more about the Guaranteed Savings Plan, call or visit teachersassurance.co.uk/GSP 0800 056 0563 We’re here 8am to 9pm Monday to Friday, 9am to 6pm Saturday and 10am to 4pm Sunday Teachers Assurance is a trading name of Teachers Provident Society Limited (TPS), an incorporated friendly society No. 372F. Authorised by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority, entered on the Financial Services register no. 110009. Registered in England and Wales. Registered Office: Tringham House, Deansleigh Road, Bournemouth, BH7 7DT. 1781814

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