What is an orphan client?
Did you take out an investment or insurance plan in a country where you lived on a temporary basis and have now moved away?
Have you worked outside of your home country for a period of time and during that time were provided a pension which is now frozen?
Have you moved away from your country of birth or the country which passport you hold and left pensions, insurance or investments in your home country?
The above are all examples of what we describe as ‘Orphan Clients’
Many people don’t realize they are ‘Orphan Clients’ and potentially what issues this may cause which can result in significant financial stress & lost profit.
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