Some additional information
Challenges
In order to improve the value for money that customers receive, we set specific challenges to address areas that could be improved. Below is an update on the challenges we set ReAssure for 2024:
- Fully met: Consistent support provided for Investment Pathway customers to ensure they continue to make the right decision as they approach their five year anniversary.
- Fully met: Undertook analysis on the asset allocation that underpins Pathway 2, “I plan to use my money to set up an annuity within the next five years.”