Utmost International レビュー 825

After Utmost took over the company holding my investment, the service took a serious turn for the worse. There were a couple of mistakes in transferring monies into the wrong currencies early on and more difficulty in getting in contact to get information. In the end, however, they did make good on the losses incurred by their mistakes.

Getting information about surrender penalty charges and the ongoing charges after penalties was difficult. This is partly my fault for not understanding that they were going to continue charging me for "managing" parts of the policy that had been surrendered in full - I should have looked at the small print! However, the information that they sent via my financial advisor had fee lines that had different descriptions from the lines in my statements making it difficult to follow!

My main take-away is to check the small print, and in this case, it would have been better to open separate investment instruments rather than topping up a single one, as that would have allowed me to have closed each down and stop incurring fees

Very good feedback to my connection issues with Utmost. Problem solved

I was concerned to be barred from accessing my policy. Jonathan Holmes spent over an hour with me on zoom coaching me so that I was able to access my policy.

Always amazing service from the Utmost team when help is needed, Sarah Moore most recently couldn't ask for a better service from herself and all the utmost team in have had dealings with, thank you,

I am not at all happy that I now have to use an Authenticator app to access my bond. I cannot find how to use this and your website merely asks to click the app below when there isn’t one!
Your staff are extremely helpful but I am disappointed that I now have to either phone or email each month to get a current valuation .

I was very impressed with the way I was treated with much patience and civility and my problem was resolved in the end

gave me what asked for within the suggested timescale which is a pleasant surprise from an insurance company.

Fran Loach was very helpful and patient with me and provided me with all the information we requested promptly and courteously.

I had a problem with my account, but customer services resolved it. Emily was very polite and helpfull.

I had an account with a company that utmost has aquired. The service from this company was very slow, so i initiated a move. When Utmost bought this company, I decided to complete the move anyway. My account is under Norwegian Law and I am allowed to transfer my assets rather than cash. This removes a big market risk, and at a time with a US president creating market volatility I wanted to transfer my assetts rather than cash. Utmost can do so, but refuses to do so based on company policy. I therefore asked how long the transfer of cash would take, and the answer in writing was up to a month. As the market risk in this operation is currently high - I am staying with Utmost for the time being. But I am not impressed. Will leave as soon as conditions allow. I have read many of the reviews on this site. Utmost has been polite and responded quickly to my questions. This is where the positive reviews lie. When it comes to the important issues that materially affect wealth the experiences are in my opinion predominantly poor . As is my experience . Beware!!!

Megan was very patient, informative and helpful to assist and support my query. The team were very responsive in answering my call and directing to the right teams promptly without having to explain the issue repeatedly.

Calls treated clearly, informatively and courteously

Leah could not have been more helpful. Efficient and supportive with guidance. Many thanks.

Very helpful on the phone, patient when I made mistakes

Called out to Utmost late afternoon 13 April to obtain some important bond withdrawal information and Megan Laverty took my call. Megan highlighted the info cannot be provided telephonically due to calculations involved and explained we should have the info withing 48 hours. Refreshing to find the mail first thing in my in box next morning...great service.

Whilst I received an automated "we have received your email" reply immediately, it took 11 days before I had an email from your customer support team, which is far too long. By then, I'd long managed to fix the problem that I'd been having. So even three stars is possibly generous.

Leah was polite, professional and prompt. Top service

Danielle was absolutely marvellous. Hugely patient and professional and she managed to sort out issues that had been dragging on for months.