In June we were delighted to find out that we had been named Which?’s best financial services provider. Having been short listed with other financial service providers: The Co-operative, Nationwide and previous winners First Direct, the award confirms that not only are we beating our insurance competitors but also high street banking names.
This prestigious award celebrates those companies that go the extra mile to put their customers first. It recognises that we constantly listen to our customers’ needs and always seek to deliver excellent products, which have been researched and tested.
One area where we have put this into practice is in our range of investment funds. Six new funds are now available in our Select Funds range. The funds were added following feedback from customers about having more investment choice, find out about more about the funds here. Also, inside this issue, with all eyes on Brazil, as they prepare to host two major sporting events, we look at where their investment markets could be heading.
There is no doubt that younger generations face a tough time in today’s economic climate, and for parents and grandparents one of the challenges to overcome is knowing how best to pass on family wealth. Inside this edition, we meet Stuart and Rosie Paterson, who are investigating how they should best approach this particular issue to ensure they leave their money with the family rather than the taxman.
Please continue to send in your feedback or get in touch if you would like to be a customer case study. You can find our contact details below.
Gina Fusco, editor
NFU Mutual Production Management:
Published by Specialist specialistuk.com
The views and opinions expressed in this publication are not necessarily those of NFU Mutual.
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NFU Mutual is The National Farmers Union Mutual Insurance Society Limited (No. 111982). A member of the Association of British Insurers. Authorised by the
Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
N.F.U. Mutual Unit Managers Limited (No. 1837277). A member of the NFU Mutual group of companies and the Investment Management Association.
Authorised and regulated by the Financial Conduct Authority. NFU Mutual Select Investments Limited (No. 08049488). A member of the NFU Mutual group of
companies. Authorised and regulated by the Financial Conduct Authority. All three companies: Registered in England. Registered Offi ce: Tiddington Road,
Stratford upon Avon, Warwickshire CV37 7BJ.