We wanted to let you know the steps we are taking to ensure that we can continue to meet your need for advice during the Coronavirus outbreak. We have a business continuity plan, which is regularly reviewed, to plan for interruption to our operations. In recent weeks we have tested and updated this further.
Over the last two weeks we have gradually moved our staff to home working and following the Government’s announcement on 23rd March, requiring all but essential workers to stay at home, we have moved all of our operations to secure remote working, except for a small skeleton staff in our Bristol hub who are appropriately distanced.
Clients should continue to use the email and telephone contacts they normally use. Your usual contacts will still be available to you. We are still receiving post, but expect this to change over coming days, so would ask all clients to contact us by email and telephone only from now on. We have also contacted product providers to ensure that we can continue to deal with them, using secure technology, to minimise the need for face to face contact.
ISA and Pension 5 April deadline
As we approach the tax year end deadline of 5 April, those who have not yet completed their pension or individual savings account (ISA) investments will need to do so before this deadline, if they are to use up the current year’s allowance. We can still assist you with this but will need you to make payments by electronic transfer, using internet or telephone banking, as product providers are unlikely to be able to process cheques at this time. If you have forwarded a cheque to us in the last few days, please contact your adviser who will explain what, if anything, you need to do.
Client portal and ongoing communications
We have established a secure client portal which will enable us to securely exchange information with you, such as valuations and documents. In order to access this portal and to send you regular communications we will need your email address. Please could you email your usual contact at LEBC with your current email address so that we can be sure we have an up to date address for you.
We will continue to listen to Government and scientific advice to enable us to provide continuity of service to you, while safeguarding the welfare of our staff and clients. We will issue periodic updates as and when we need to make further changes to working practices.
LAST UPDATED: Tuesday 24th March 2020Back to News & Views