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Yorkshire Building Society to offer financial advice via video conference

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22/09/2015
Yorkshire Building Society has launched a new service offering consumers financial advice via video conference.

The service is the first of its kind offered by a major UK building society. In addition to receiving advice at home, customers can receive and share documents over a secure connection via tablet, laptop or desktop computer.

Advice will be provided in partnership with Legal & General. Appointments are available between 9am and 7pm Monday – Friday.

Simon Broadley, head of investments at Yorkshire Building Society, said: “We know many of our customers have very busy lives and it can be difficult to make time for investment advice due to existing commitments. Technology has the power to instantly connect customers with a fully-qualified financial adviser – we want to ensure making your money work for you is as easy as making a video call on a tablet.

“That’s why we’ve launched this innovative service, which utilises the latest in secure video conferencing technology to allow customers to access fully-qualified experts in the UK from the comfort of their own homes at a time which suits them. The technology is so sophisticated we can advise, share documents on the screen and agree investment plans all on the same call.”

Jon Roderick, business director of Legal & General Financial Solutions Direct (LGFSD), said: “We are always looking to enhance the experience we can provide to customers and we proud that, working together with Yorkshire Building Society, remote advice will give us the opportunity to provide even more customers with the financial advice they need, in the comfort of their own home at a time that suits them.”

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