How can I get a valuation on my policy?

You can obtain a valuation from your financial adviser or call our Client Contact Team who will be able to confirm the value of your policy over the phone.

How do I surrender my policy

If your policy is an ISA or GIA, you can request a surrender in writing or via our Client Contact Team . If your policy is a Bond, you will need to put your request in writing and send this to us along with the original policy schedule. If you cannot locate the original document, you will need to complete a lost policy declaration. Further requirements will be needed if your Bond is held in trust. Further details of these requirements can be provided by our Client Contact Team . If your policy is a pension, please contact your Financial Adviser or call our Client Contact Team who will be able to discuss the options available to you along with our requirements.

How do I find information about my policy

You can call our Client Contact Team or write in and request information on your policy. Details of your policy will be confirmed in writing. Alternatively, information on our current product range can be found on our website.

What are my retirement options?

If you want to take your retirement benefits, you may wish to contact your financial adviser to discuss the options available to you. Alternatively, you may call our Client Contact Team who will discuss the available options and then send an Options Pack to your home address. You may wish to consider viewing the information that is available on the goverment Pension wise site.

Where can I find fund fact sheets?

Fund fact sheets can be found here.

Individuals

A Wealthsmith takes a personalised approach to mapping your financial future. We work with individuals, couples and families and pride ourselves on helping people get to where they want to be in life by making the most of their money.

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Knowledge hub

Market Weekly

20 September 2019

Saudi oil struck, Fed cuts rates and China slows

Welcome to our weekly newsletter where we summarise the key market developments over the last seven days.

Market Weekly

13 September 2019

ECB announces fresh round of stimulus, equity markets swell

ECB brings back QE; what negative rates mean for investors, and how we position portfolios in a world gone backwards

Market Weekly

06 September 2019

UK politics in turmoil, UK equities unconcerned

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

Market Outlook

02 September 2019

Risks are inevitable and not to be feared

Towards the end of last month, we took another step closer to a ‘no deal’ Brexit with the approval of a suspended parliament in September. While critics declared it a ‘constitutional outrage’, it was the latest twist in what has been an extraordinary political saga.

Market Weekly