Varying Your Plan Terms

PROTECTING YOUR INCOME

It is important for you as a member to regularly review your plan to ensure it is relevant to your work situation and adequate for your needs. Below are some of the examples of why you might need to vary your plan terms:

 
  • Salary has changed – This could lead to you being under or over-insured.
  • Your employer has introduced a sick pay scheme – Again, this could mean you are over-insured.
  • Your cover level needs to be changed – If your circumstances have changed and you need more or less cover, or you need to change your deferred period.
  • Change of Job or Role – Although it may not affect your plan, it is important that we are fully aware of your employment situation.
  • Smoker status – If your smoking preference has changed, we need to know.
  • Hazardous Pursuits or Pastimes – If you have taken up a new hazardous pursuit or pastime we need to update your membership accordingly as this may impact your ability to claim in the future if we are not made aware.
 

Please contact one of the team below if any of the above apply.

Photo of Alan Godfrey

Alan Godfrey

Senior Society Adviser

alan.godfrey@wiltshirefriendly.com 07720 181696
Photo of Alan Godfrey

Alan Godfrey

Senior Society Adviser

alan.godfrey@wiltshirefriendly.com

07720 181696


Alan is the ‘old man’ of the team – 46 years with the Society, a Trowbridge local, and no sign of that stopping as he still loves coming to work! His current role is to provide service to existing Holloway members, give advice and support to those wanting to start new plans. His motivation is to know that most of the new plans come from referrals we receive from happy existing members.

 

Alan is an avid Bradford Football Club supporter and a keen gardener, his vegetable crop keeps the Society staff well fed throughout the year.

Photo of Lucy Towner

Lucy Towner

Sales Administrator

lucy.towner@wiltshirefriendly.com 01225 756787
Photo of Lucy Towner

Lucy Towner

Sales Administrator

lucy.towner@wiltshirefriendly.com

01225 756787


Lucy joined us in May 2018 from within the Financial Services industry, with a strong background in mortgages and life insurance. Lucy currently supports our new business administration function, and is being developed into the Society’s next Sales Adviser, able to go out and meet existing and new members. Using her personal ‘farming connections’, Lucy is looking to raise awareness for income protection in the agricultural market, visiting local agricultural shows and markets spreading the word. Outside of work, Lucy has recently found the joy (and pain) of triathlons.

Photo of Jon Cummings

Jon Cummings

Senior Operations Administrator

jon.cummings@wiltshirefriendly.com 01225 756794
Photo of Jon Cummings

Jon Cummings

Senior Operations Administrator

jon.cummings@wiltshirefriendly.com

01225 756794


Jon’s background is in the Financial Services industry working for Financial institutions.

 

Working with the Society since November 2016, Jon has oversight and control of all aspects of the new business processes.

 

Jon is a sports enthusiast, and when family life allows him to, he enjoys playing golf, football and skiing.