Regency Financial Services is using Policy in Practice’s Better Off Calculator to reach out to clients who have been hit by Covid-19 to ensure they are claiming all the benefits they are entitled to.
Regency Financial Services’ biggest good news story from 2020
We are contacting those of our clients who we feel are most in need to inform them of the free service that we will be offering them from the comfort of their home. When we first purchased the Better Off Calculator from Policy in Practice we wanted to help our clients to ensure that they claiming all the benefits they are entitled to. Many are unaware of what they could get and we want to make sure no one is getting left behind. It’s a free service we offer to all and has so far been received very well by everyone we have contacted so far.
Atul Narharidas Patel, Principal, Regency Financial Services
We wanted to help our client to ensure that they are entitled to their rightful benefits. We found many were unaware of their entitlement and as a result were not able to better their standard of living. It’s a free service we offer to all.
We found that there were many who were made redundant or simply on a reduced income. There were also many who were unable to obtain funds to accommodate changes to enable them to work from home.
We believed they are the only providers whose software facilitates all the clients’ entitlements along with links to the application as well.
We have not yet started but we are intent on running calculations with all our clients from December.
If your client’s challenges are to do with standard of living, see their financial adviser. Not every adviser will charge. Care for the client and the client will return that favour one day.
I wish we had your software earlier on so we could have incorporated our fact find. It would have helped so many more this past year.
Care for your clients. Those you help will always remember and come back when they are on their feet. Helping costs nothing but brings a lot of joy to those who are in need.
“As financial advisers and mortgage brokers we all know how difficult it has been for several of our clients during the COVID period and there is still a huge uncertainty. It may last a year or two after to allow for things to get back to normality and those who suffered to get back on their feet. As advisers, and with the knowledge we have, it is our duty to help and give access to the information we have. I have never charged a fee in 30 years of trading and 99% of my clients are referral based. Those who have very little today, a great majority of them are very well to do. Knowledge is power.”
Atul Narharidas Patel, Principal, Regency Financial Services