Mr and Mrs O continued their company health insurance after retiring. They’d had their policy for a while before they decided to give us a call to see if they could make any saving.
We explained to Mr O that we often talk to customers in their position and continued terms may no longer be the right or most competitive policy. So we reviewed their current policy and what was important to them before researching the marketing and recommending an alternative solution.
Their new policy fits both their cover requirements and their budget – and saves them over £600 a year.