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&#39Third of IFA reception staff unsure of website&#39

More than a third of reception staff at major IFAs do not know their

firm&#39s website address, according to management consultancy The Customer

Contact Company.

In a phone survey of 40 national and big regional IFAs, one in 10 did not

know if their company had a website while 25 per cent of those who did know

were unable to provide the address.

The reception staff at one firm transferred the caller three times to

different people who they thought might know the address.

Several reception staff said they thought their company was trying to set

up a website but were not sure while others claimed there was a website but

it did not work.

CCC senior consultant Liz Christie says she expected to find a much higher

level of knowledge among staff as websites are essential to the booming

e-commerce sector.

She says: “I was amazed at the poor response rate. Front-line switchboard

and reception staff play such a key role in providing help and information

to callers. It is particularly important that e-business information is

easily available at point of contact.”


Mortgage customers more web-friendly

Both current account mortgages and buying on the internet are gaining acceptance amongst mortgage holders when considering a new mortgage, according to a survey from market researchers PR3 Mapa.Two thirds of potential mortgage customers were prepared to consider a current account mortgage, compared to 39 per cent in 1998, when the product first appeared. Although […]

Actuaries want rethink on Myners&#39 trustee approach

The actuarial profession has expressed its concerns over the Mynersreport&#39s approach to the role of trustees in smaller pension schemes,claiming it takes a “one size fits all” approach The Faculty of Actuaries says a number of the proposals outlined in thereport seem impractical and inappropriate for smaller pension schemes. The faculty believes proper training should […]

Safe as houses for Berkeley Alexander

Berkeley Alexander has designed MortgageSafe, an accident, sickness and unemployment (ASU) mortgage protection plan that is available to new and existing borrowers.There is a choice of a 30- or 60-day deferred period and cover can be limited to unemployment only or disability only. This enables borrowers who already have critical illness or income protection to […]

Companies unaware of cost of group income protection

Most companies recognise the benefits of income protection yet still do not buy it, according to research by Norwich Union Healthcare.The research shows 70 per cent of companies see how group income protection can facilitate staff recruitment and retention, but think they don&#39t need it or it&#39s too expensive, while 59 per cent of firms […]


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