Stress-free account closures of a loved one seems like an impossibility. And when someone dies, they can leave behind around 15-20 accounts to be closed.
The closure of these accounts becomes the responsibility of the loved ones left behind, meaning that while they grieve for the person lost, they also have to face the painful and stressful account closure process.
Vicky Wilson and her mother spent a total of 6 weeks trying to close down her grandmother’s accounts after she passed away in 2019. Having repeated the phrase “my grandmother’s dead” countless times, Vicky realised there was a gap in the market.
So, she and her mother founded Settld, a free private sector “Tell Us Once” service that aims to save other families from facing the same unnecessary difficulties, as they communicate with over 750 private companies on your behalf.
In our conversation, Vicky talks about the amazing work she and her team at Settld are doing to help those grieving close their loved one’s accounts. She also explains what bereavement standards are, and why industries should be working together to standardise the bereavement process.
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As a Chartered Financial Planner, Chartered Wealth Manager and SOLLA Accredited Later Life Adviser with MFP Wealth Management I believe that retirement is more than just an economic event. It’s a life event. One that brings with it a huge variety of challenges and opportunities.
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