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Policy Enquiries & Amendments

From time to time your circumstances change

Perhaps you've moved house and need to alter your address details. Maybe you'd like to switch your investments or just open a new bank account...


Whatever you need to ask or tell us, this page explains how to do so. If you have a policy through another provider, contact them directly. If you're not sure, please call us.

Address change

Question

How do I change my address details/name?

Answer

Simply contact us by telephone, complete security and provide your policy number and a customer service co-ordinator will be happy to take the new details from you. We will then update your records so that all correspondence is directed to your new address. Alternatively, please write to the address below confirming both your old and new address details and your policy numbers.


Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR

Name change


We will require a copy of your marriage certificate/deed poll or other legal document confirming your change of name. If you send the original document or certified copies through the post, we will record the details and return them for your safekeeping.


Send your change of details request to:


Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR


Please remember to quote your policy number on any correspondence that you send.

Switching the funds for your policy

Question

How do I switch the fund in which my policy is invested in?

Answer


If you would like to change the funds in which your money is invested, please confirm this in writing to the address below. All funds are managed on a forward pricing basis; therefore all switches are processed the next working day based on the price of units on the day of receipt.


All switches are processed in line with the terms and conditions of your policy. We allow one free switch per year. You will be charged for any subsequent switches depending on your policy type. We are unable to accept faxed requests for fund switches.


Please send your request to:


Customer Relationship Centre
Wesleyan Assurance Society
Colmore Circus
Birmingham
B4 6AR


Please remember to quote your policy number on any correspondence that you send. If you are unsure whether your policy allows you to switch funds, please contact us.

Changing your bank or bank account

Question

I have recently changed my bank, how can I change my Direct Debit details?

Answer


Direct Debits have become more user-friendly and your own bank may transfer a Direct Debit from your old account to a new account. We would suggest that you check with your bank to see if they offer this facility. If they do, they will make the necessary changes to transfer your collection arrangements to your new bank.

Call us on 0800 092 19 90.

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'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Syscap Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

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