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  #101  
Old 20.01.2014, 12:50
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Re: Dealing with financial services "cold callers"

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it's odd of Dale to stalk a male EFer.....! It's usually the girls and any Swiss female innit?
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  #102  
Old 10.03.2014, 12:44
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Re: Dealing with financial services "cold callers"

It's been a while but they're onto me again.

Here's a snippet of advice that'll get them to lose interest. Have a pension worth less than 10k in the UK when they ask. The opportunity will vanish for you...!
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  #103  
Old 10.03.2014, 12:48
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Re: Dealing with financial services "cold callers"

I've still not had anyone call - and that is after 10 years over here. I feel I am missing out!!
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  #104  
Old 10.03.2014, 14:17
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Re: Dealing with financial services "cold callers"

I maintain that the best way to deal with them is to tell them you have already invested all your money in the Nigerian Royalty Slush Fund Recovery Scheme.

Than tell them it actually paid out, and now you're a multi millionare, with no need to invest further. But thanks for the thought. For future calls, they should speak to your assistant [insert name and number of annoying colleague].

:-)
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  #105  
Old 11.03.2014, 12:34
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Re: Dealing with financial services "cold callers"

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I've still not had anyone call - and that is after 10 years over here. I feel I am missing out!!
They have been back on my trail again. I am usually polite when I tell them to f**k off, but they are darned persistent.

It is the usual modus operendi, trolled on linked in, then a call from someone saying they are from XYZ, they are linked to the company you work for offering a "financial health check" and all they want is an appointment.

Short answer, don't touch them with a barge pole.
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  #106  
Old 11.03.2014, 12:38
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Re: Dealing with financial services "cold callers"

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They have been back on my trail again. I am usually polite when I tell them to f**k off, but they are darned persistent.

It is the usual modus operendi, trolled on linked in, then a call from someone saying they are from XYZ, they are linked to the company you work for offering a "financial health check" and all they want is an appointment.

Short answer, don't touch them with a barge pole.
I put "Don't contact me about personal financial services" in my contact info on LI several months ago, and haven't heard anything since (though they troll my account every couple of weeks).

When they were calling, I just told them to put me on their DNC.
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  #107  
Old 26.03.2014, 19:57
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Re: Dealing with financial services "cold callers"

So I feel the need to share a little story about the beer-sounding group. I spent some time with a friend who knows someone who used to work for them. It seemed clear that

a) what everyone thinks is right, it benefits them more and for longer when you "invest" according to their advice and
b) they have a very good legal group trawling the Internet looking for bad things about them....which they they start proceedings against and often "win" because websites don't want to fight and pull content

So what everyone believes is true. Don't dump your money in their products because you'll come out short.
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  #108  
Old 26.03.2014, 23:18
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Re: Dealing with financial services "cold callers"

I guess they didnt want to take on the daily mail but forums are an easy target for legal threats.
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  #109  
Old 10.04.2014, 12:17
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Re: Dealing with financial services "cold callers"

I just got a call too but it was weird, they had phoned my work asking for me directly.

I picked up and didn't know who they were, but they said my details were forwarded to them - I didn't understand the name they used, then they asked for a meeting to explain about the different services ???

They asked for my email and what day is good for a meeting... I didn't think it was a "cold call" and ended up saying a date and my email... what should I do? I figure I might as well see what the meeting will be about but I've never worked in the UK before and make much less than 120K here...
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  #110  
Old 10.04.2014, 12:32
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Re: Dealing with financial services "cold callers"

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I just got a call too but it was weird, they had phoned my work asking for me directly.

I picked up and didn't know who they were, but they said my details were forwarded to them - I didn't understand the name they used, then they asked for a meeting to explain about the different services ???

They asked for my email and what day is good for a meeting... I didn't think it was a "cold call" and ended up saying a date and my email... what should I do? I figure I might as well see what the meeting will be about but I've never worked in the UK before and make much less than 120K here...
Please do not cancel the meeting. Instead set up the meeting in a very difficult to reach place (by public transport as the beerers have no cars). They waste your time > you waste theirs
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  #111  
Old 10.04.2014, 12:48
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Re: Dealing with financial services "cold callers"

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I just got a call too but it was weird, they had phoned my work asking for me directly.

I picked up and didn't know who they were, but they said my details were forwarded to them - I didn't understand the name they used, then they asked for a meeting to explain about the different services ???

They asked for my email and what day is good for a meeting... I didn't think it was a "cold call" and ended up saying a date and my email... what should I do? I figure I might as well see what the meeting will be about but I've never worked in the UK before and make much less than 120K here...
EPMike is right, keep the meeting, but as an alternative (and preferred) strategy of mine, email them back the morning of the meeting and say "Ahhh, something has come up, can we meet later this afternoon?"
Usually it's OK. Then say the same thing again and postpone until tomorrow or another day.
.... this effectively ruins the guys whole day.

You have to sound genuinely interested, but ultimately it's you who becomes the "waste of time".

aaaaand you never leave your desk at work !!!



Also, I've been a victim of this exact thing. I grew tired of their bullshit and playing games. I eventually just went downstairs to the ladies at the front desk and told them that I will never receive a phone call at work from a financial service, so if one does call to simply tell them that I'm not available.
... this alone has been effective.
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  #112  
Old 10.04.2014, 13:11
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Re: Dealing with financial services "cold callers"

Next time someone calls, just tell them your're a US citizen, and that should scare them off....no one in financial services wants any business with Americans these days...
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  #113  
Old 10.04.2014, 13:18
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Re: Dealing with financial services "cold callers"

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Next time someone calls, just tell them your're a US citizen, and that should scare them off....no one in financial services wants any business with Americans these days...
They are just selling you a life insurance policy, not really of any real investment value at all .
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  #114  
Old 02.05.2014, 22:44
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Re: Dealing with financial services "cold callers"

Just checked my LinkedIn profile, see picture -
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  #115  
Old 02.05.2014, 22:51
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Re: Dealing with financial services "cold callers"

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Just checked my LinkedIn profile, see picture -
Yeah, tell me about it. A typical week;


dealing-financial-services-cold-callers-image.jpg
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  #116  
Old 02.05.2014, 23:22
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Re: Dealing with financial services "cold callers"

When they call back, just wisper, "Ok, so I did as you told me. Now what next? There's blood all over the place!"
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  #117  
Old 03.05.2014, 00:34
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Re: Dealing with financial services "cold callers"

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Yeah, tell me about it. A typical week;
Attachment 80679
His LinkedIn profile is very impressive, though he misspells the name of the university he says he attended and uses a different course name from the ones in that field on the university website.
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at Oxford Brooks where he read Business Studies
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  #118  
Old 03.05.2014, 00:36
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Re: Dealing with financial services "cold callers"

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His LinkedIn profile is very impressive. Strangely, he misspells the name of the university he says he attended and uses a different course name from the ones in that field on the university website.
I avoided looking at his profile, otherwise I probably end up on a cold call hit list.
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  #119  
Old 22.05.2014, 14:20
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Re: Dealing with financial services "cold callers"

Looks like it's becoming more than just expats who are having their pensions pilfered "optimised" for commission:

http://www.telegraph.co.uk/finance/p...-pensions.html
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  #120  
Old 29.05.2014, 22:51
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Re: Dealing with financial services "cold callers"

FT adviser article
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