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Patricia Tolhurst

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Review of the Family Building Society, Savings:

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I tried unsuccessfully to transfer an old Isa from a...

I tried unsuccessfully to transfer an old Isa from another company into FB. Society. I spent at least half an hour waiting. And was told you don’t have tools to do it. Although I had 10 days previously sent a transfer form to you. Reviewed on: 28th May 2024

Reply from Family Building Society Dear Patricia, Like many other smaller providers, at the present time we only accept and send ISA transfers by cheque. We apply the funds to the receiving ISA from the date of the cheque they issue, and the receiving ISA provider should credit funds from the date of our cheque, so that customers don’t lose out during the transfer process. In order to join the electronic ISA transfer system, we need specific IT solutions which take time and investment, and as a smaller society we have to weigh up the costs and benefits. As part of our digital transformation program, we are reviewing the ISA transfer process to see what improvements we can make. The ‘TISA’ Database, which is an internal register for ISA transfer providers, confirms that we send and accept cheques for all our ISA transfers. We aim to answer all calls within 3 minutes, but we are extremely busy at the moment, so I’m sorry that you had to wait longer than usual for your call to be answered. However, we do have a callback facility in place which will retain your place in the queue, and an agent will call you back as soon as they become available. I’m sorry that we were unable to assist on this occasion. Kind regards Family Building Society Response date: 4th June 2024

Review of the Triodos Bank, Ethical Investments:

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It’s close to my home.

It’s close to my home. Friendly people. Good rates. Reviewed on: 24th February 2024

Review of the Triodos Bank, Online Saver:

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Ethically sustainable

No problems xxxxxxxxxxxxxxxxxxxxxx Reviewed on: 17th January 2023

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