“All other” Communication mailing
The following table provides an overview of the policies excluded from the mailing, as well as information on eligibility criteria and categorisation. The All other communication will be mailed from 29th October 2026.
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| Column B | |
| Policies excluded from mailing data extract | -IB Products -Open and Closed Partner customers -Customers who have already received the With Profits mailing (hold a WP fund with a holding >£0 value). -Customers who have already received Channel Island 'All comms' mailing |
| Mailing Recipient | Registered Contact if no registered contact, registered owner has been used, as applicable |
| Policy Status Criteria | Status is not: -Inactive -Pending -Out of Force -Pending Out of Force -Closed -Deceased |
| Policy value | All active policies, regardless of holding value |
| Vulnerable Customers | A CRM review has taken place to determine appropriateness of the following vulnerable customers receiving a postal mailing. The following groups identified will not be mailed, however, the letter PDF will be stored within the customer correspondence tab on Sonata and available digitally: -Domestic Abuse -Relationship Breakdown -Adoption |
| Communications eligibility is determined at customer level not policy level | Only a single communication record shall be created, regardless of the number of policies held. If the customer holds multiple eligible policies and at least one policy meets the With-Profits eligibility criteria, the customer is allocated the With-Profits communication, which takes precedence over the non With-Profits communication variant. |
| Large print / accessible communication format | Customers requiring large print format are identified and will receive large print communications. |