Customer Communications

Secure – Accurate – Delivered

Peace of mind from having the right partner, with 17 successful Part VII projects to date

 

Forth provides the project management, data processing and mailing production skills to deliver Part VII communications securely and accurately every time.

Secure

  • For-Files™ secure portal for the movement of data between client and production.
  • ISO 27001 Data Security Management.

 

Accurate

  • A team of 20 dedicated mailing communications data managers and processors.
  • 30 years’ experience in policyholder communications.
  • Consistent data reconciliations from receipt to delivery.

 

Delivered

  • A tried and tested control documentation suite. Doing the project on paper in advance.
  • Buy-in and confirmed understanding from all parties involved.
  • Project managers dedicated to action and communication of progress.
  • ISO 9001 production facilities for data, laser personalisation, enclosing and mailout.

Anatomy of a Part VII Project

When a transfer is contemplated, early engagement with the PRA is essential. Forth can help for example in determining policyholder, trustee and adviser types, number and geographical clusters in scope for communication.

Deciding what you need to send and to whom.

There’s a matrix of options for providing the transfer notification, Independent Expert report, summary and other documents. The plan must be approved by the PRA.

The format of the communication – email, mail, online and public notices.

A full understanding of data manipulation allied to knowledge of the capabilities and costs of physical production and postage leads to the optimal communication solution.

The mechanics and economics of getting the information to your audiences.

Forth has a practical suite of documentation to detail all aspects of a Part VII project. We use this to confirm understanding of the requirements by all parties and to obtain unambiguous quotations and commitments from any required material or service suppliers.

Selecting your partners and suppliers and briefing them unambiguously.

Once the suite of briefing documents is all agreed a series of proofs for approval give peace of mind that the project is progressing exactly according to plan.

Proofing and approving as you progress.

A dedicated project manager and data manager with understudies will ensure that the whole process is managed and communicated to all relevant parties consistently.

Managing the whole process.

Forth’s RMD (Response Management Database) facilitates real-time capture of responses, recording notes of discussions and scheduling follow-up actions.

Dealing fairly with reactions to the notification.

Reports and reconciliations provide the proof that the PRA needs of adherence to the agreed plan and the fair treatment of policyholders and other parties.

Reporting to the PRA/FCA.

When a transfer is contemplated, early engagement with the PRA is essential. Forth can help for example in determining policyholder, trustee and adviser types, number and geographical clusters in scope for communication.

Deciding what you need to send and to whom.

Once the suite of briefing documents is all agreed a series of proofs for approval give peace of mind that the project is progressing exactly according to plan.

Proofing and approving as you progress.

There’s a matrix of options for providing the transfer notification, Independent Expert report, summary and other documents. The plan must be approved by the PRA.

The format of the communication – email, mail, online and public notices.

A dedicated project manager and data manager with understudies will ensure that the whole process is managed and communicated to all relevant parties consistently.

Managing the whole process.

A full understanding of data manipulation allied to knowledge of the capabilities and costs of physical production and postage leads to the optimal communication solution.

The mechanics and economics of getting the information to your audiences.

Forth’s RMD (Response Management Database) facilitates real-time capture of responses, recording notes of discussions and scheduling follow-up actions.

Dealing fairly with reactions to the notification.

Forth has a practical suite of documentation to detail all aspects of a Part VII project. We use this to confirm understanding of the requirements by all parties and to obtain unambiguous quotations and commitments from any required material or service suppliers.

Selecting your partners and suppliers and briefing them unambiguously.

Reports and reconciliations provide the proof that the PRA needs of adherence to the agreed plan and the fair treatment of policyholders and other parties.

Reporting to the PRA/FCA.

We have the expertise

Talk to one of our project managers today.

Call us on 0131 4674467 or fill in the form below to arrange a callback.

We have the Experience

A selection of our Part VII projects over the past 10 years.

Get your free guide to Part VII communications