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Clerical Medical: Investment Account reviews

Name: Investment Account
Rating: 2 (4 reviews)

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1.73

Based on 4 reviews, last reviewed 21st Mar 2022

No new 5 star reviews

in the past 90 days

No new 1 star reviews

in the past 90 days

25%

4 star

3 star

2 star

75%

Latest highest rating:

5

Would invest in premium bonds Would invest in premium bonds and keep fingers crossed each month Reviewed on: 1st March 2017

Latest lowest rating:

1

Endowment unpaid More than two months after the maturity date, I have not received payment and Clerical Medical are claiming it will take their back office 26 working ... Read more Reviewed on: 21st March 2022

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About this product

Clerical Medical investment reviews from our Smart Money People can help you to get the inside track on what having a portfolio with Clerical Medical is really like. Oh, and if you have experience using Clerical Medical investments, you can write a review too. Smart Money People is the UK's leading financial services review site. Together, we can help us to increase trust and transparency in financial services.

Clerical Medical Investment Account reviews (4)

Review of the Clerical Medical, Investment Account:

Unbelievable delays

Tried to progress a notification of death this morning. No delays in speaking to an assistant but was advised that they had a huge backlog in bereavement team such that once death certificate received it was currently 114 days before they would be able to process a valuation for probate. This is 10 weeks longer than any other company I am dealing with over investments is estimating Reviewed on: 7th December 2021

Endowment unpaid

More than two months after the maturity date, I have not received payment and Clerical Medical are claiming it will take their back office 26 working days (!) to mail me forms to complete. Appalling customer service that feels like a deliberate attempt to delay payment. Reviewed on: 21st March 2022

To be avoided

After my Mother died we had to inform all the outfits she had invested in and obtain valuations for Probate. Everyone duly obliged except CM. Phone call after phone call was met with delay tactics and stalling and in the end, outright lying. After weeks of hassle we got our valuation but then the real challenge happened - claiming the fund. We got the Halifax Bereavement department involved and amazingly they got the same treatment. Finally I told them I was going to the Police as I smelt a rat. That did the trick. No one in their right mind would invest with these people - look at all the appalling reviews on line. Awful. Reviewed on: 23rd September 2021

Would invest in premium bonds

Would invest in premium bonds and keep fingers crossed each month Reviewed on: 1st March 2017

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