Update for Individuals (COVID-19)

Home COVID-19 Individuals update

Market update as of 21st May

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Market update as of 15th May

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Market update as of 30 April

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Update as of 24/04/2020

Our latest COVID-19 update can be found by following this link.

Update as of 17/04/2020

The latest COVID-19 update can be found by following this link.

Update as of 14/04/2020

The latest COVID-19 update can be found by following this link.

A NOTE TO ALL INDIVIDUAL CLIENTS OF PREMIER WEALTH PLANNING

The recent Government announcements have triggered the next phase of our preparations to deal with the COVID-19 outbreak. Premier is well prepared to deal with the expected issues and has invested heavily for Business Continuity contingencies, with all of our consulting staff able to work remotely from home.

We have now completed a process to enable our Support Services employees to work from home. Our decision is based on some key factors:

  • The wellbeing of all of our staff and their families particularly those vulnerable at-risk employees with underlying health conditions
  • Advice to avoid all non-essential contact with others and to stop all unnecessary travel
  • People should start working from home where they possibly can

We are adhering to business-as-usual, including:

  • The Support Services team, that supports you and your consultant remains in place and highly effective, ensuring we manage yours and all client affairs during this period
  • We will continue to receive, scan and action all incoming post
  • We will prioritise all Transactions, Investment Instructions and Client Recommendations.
  • We will continue to be available for meetings, ideally via conference/video call.

We will appreciate your support in a number of areas though.

  • It is likely that all our Client meetings will be conducted via conference/video call, rather than in person
  • When sending documents to you, including any Recommendation Reports, we will use email, rather than sending items by post. Email communications are proving highly effective in the current climate.

Please remember you can contact your Premier consultant by phone at any time.

Premier Wealth Planning is part of Premier Pensions Management Ltd, an award winning nationwide provider of employee benefits. Being part of a large organisation is very reassuring in these times. We share resources, experience and support, ensuring we will always continue to meet your needs.

Please let me know if you would like to discuss any of this, or if you have any further questions. I will be available to discuss any of these aspects or indeed any of our current Covid-19 planning by e-mail.

Ian Gutteridge

Fellow of the Personal Finance Society and Chartered Financial Planner

Director, Premier Pensions Management

Head of Premier Wealth Planning

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