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The fact that BOLDON WARĖS on my side enabled me escape this tricky scenario.
Worst service ever. I lost my dad a number of months ago now and he had an ISA with Aviva. Every other company i've dealt with have been professional and easy to deal with. Not Aviva. To start with they don't even have a dedicated line to call for bereavements. You have to call a general number each and every time and choose the option to report a death. This is the same even after you've reported it. They then send you a pack which is very difficult to understand what you have to do. I just wanted his ISA investment transferred into my mums name but they have been hopeless. Eventually got the correct forms to complete and received an email saying they needed a cerified copy of the letter of confirmation (probate). Sent that after having to get one certified by a lawyer to then receive a letter back saying they need the original! I honestly have lost patience with them and am so stressed out by their service that i can't even look at another document from them just now
Trying to get refunded after closing an account of over 20 years is so stressful. Instructions were ignored, addresses not updated, promises made and I am still waiting, one month since all sold and the other investment companies have long paid up. I despair after 2 calls a week for the past month. Still waiting. Also the investments did badly in comparison to other companies.
Utterly terrible .internet site very confusing between aviva policy site and aviva investment site and no internal connection between the the two . Closing the investment over the phone took nearly an hour as the responder could not get bank authorisation even though a letter had arrive confirming the bank account was fine. The only progress was after the hour to suggest the account be closed and a cheque sent. Do not touch aviva.
I had an investment policy with this crowd for 20 years. It performed very poorly compared to the market average and I had to jump through endless hoops to get the money out of them at the end of the policy's term - it really was a horrible experience (very different to all of the other investment companies that I have dealt with). Well worth avoiding - an absolute shambles. Seemed as though it was designed to stop you getting your money back - it really was that bad.
If I could give minus I would. My Solicitors sent a letter in April 2024. They were asked to reply in 28 days and they have completely ignored it. The building they own has been defective for almost 10 years. I attempted to contact them on X / Twitter and they deleted the post without responding,
Failed to act upon and/or follow up upon a bereavement instruction in 2009, failed to execute a repetition of said instruction in 2019, effectively prevaricated for a further 4 years; still battling with them following a second bereavement where, despite clear, unequivocable instruction concerning method of payment, they have chosen to issue cheques payable to the estate of the first deceased. In my experience Aviva Investors are simply the worst, most inept organisation that I have had the displeasure of having to deal with, repeatedly adding angst to the emotional injury of bereavement.
Not the best of experience for newbies...it was hell for me last year. On their website it was picking instruments to invest on, even worse you can't get good constumer support. If you are a newbie and you want to make good returns, i suggest you search for "libbey jane bean" on google, she can make you good returns on investment without hidden fees.