OUR SERVICES

 

Our services cover the following financial products:

 
The modern insurance industry started in the UK, which is home to the oldest personal insurance market in the world. The first life policies were sold as long ago as the early 18th century. Unfortunately, a significant number of deaths, home moves and other customer changes are never reported to insurers, and over time substantial unclaimed entitlements will inevitably accumulate.

This applies equally to:

  • Protection policies
  • Investment savings products
  • Annuities/pensions

Assets Recovered will work with any insurer to establish a program to identify and pay out these unclaimed entitlements to customers or their estates. As part of this programme, we will help establish “best practice” processes to ensure that all future unreported moves and deaths are identified and dealt with in a timely manner.

Tax incentivised savings have grown dramatically in the UK in the last three decades.

Unfortunately, not all deaths, home moves or other changes of customer circumstances are reported and over time unclaimed entitlements will inevitably accumulate.

This applies equally to TESSAs, PEPs, ISAs, and SAYE schemes.

Assets Recovered will work with organisations to establish a program to identify and pay out any of these unclaimed entitlements to customers or their estates. As part of this programme, we will help establish “best practice” processes to ensure all future unreported moves and deaths are identified and dealt with in a timely manner.

The UK financial services industry is one of the oldest in the world and personal customers have had their assets managed in personal or nominee accounts by:

  • Banks
  • Building Societies
  • Stockbrokers
  • Asset Managers
  • Fund Managers
  • Investment Managers

Unfortunately, not all deaths, home moves or other changes of customer circumstances are reported to account managers, and over time many accounts therefore become dormant.

Assets Recovered will work with account managers to establish a program to identify dormant account customers, and either reactivate or pay out the dormant account proceeds to these customers or their estates. As part of this programme, we will help establish “best practice” processes to ensure all future unreported moves and deaths are identified and dealt with in a timely manner.

Unfortunately, not all deaths, home moves or other changes of shareholder circumstances are reported to companies or their registrars. Over time, this will result in:

  • unpaid dividends
  • “orphaned shareholdings”
  • unpaid entitlements from corporate actions, such as rights issues
  • “lost shareholders” who cannot participate in corporate decision making

Assets Recovered can assist by developing a programme with companies and their registrars to locate and identify “gone away” shareholders, and pay out unclaimed entitlements to these shareholders or their estates. As part of the programme, we will help establish “best practice” processes to ensure all future unreported moves and deaths are identified and dealt with in a timely manner.

Contact Info

Address:
34 Ely Place, EC1N 6TD
London, United Kingdom

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