Join our service monitor and help us drive up provider standards

Money Marketing is asking readers to help create a service monitor to offer advisers on ongoing benchmark of provider service standards.

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Advisers or paraplanners will be asked to download a web-based application which they can then access in their office or on the move. After transacting any client business you will be asked to rate the service standards, a process which should take a matter of seconds.

Participants will have the chance to win monthly prizes, including an iPad2, or more substantial quarterly prizes. More important, firms taking part in the service monitor will receive access to the data being produced on an ongoing basis to help inform their advice decisions.

Institute of Financial Planning chief executive Nick Cann says: “Feedback from financial planners confirms that service from providers remains one of the highest priorities. Initiatives like this one engineered by Money Marketing will surely help the drive to continually improve the level of service across the huge range of products and services that financial planners use.”

Aifa director general Stephen Gay says: “The implementation of the RDR will make excellent service standards even more important for advisers wanting to build on the strong relationships they have with clients. It is vital for advisers to be able to compare the service levels of providers and work together to ensure high standards.”


LEBC to leave Sesame for Tenet

National IFA firm LEBC will leave Sesame for Tenet after 11 years due to “cultural differences” with the network. LEBC chief executive Jack McVitie (pictured) says Sesame is increasingly focusing on the distribution of financial products, while LEBC primarily offers advice to large corporate clients. He says: “We have had 11 and a half years […]


Skandia hits out at legacy commission ban

Skandia has criticised the FSA over its decision to ban legacy commission under the RDR, arguing the cost benefit analysis supporting the move is “fundamentally flawed”. Skandia UK chief executive Peter Mann (pictured) says yesterday’s consultation paper on the treatment of legacy assets was the first paper to clearly set out the regulator’s thinking on […]

Platform Fatca concerns grow as Ascentric closes door on US clients

Ascentric has stopped accepting US clients as a result of uncertainty over the foreign account tax compliance act, while other platforms are also unclear on how they will deal with the upcoming US law. From January 2014, all foreign finance institutions must report details of any US taxpayers they deal with directly to the Internal […]


Out from the long grass? An IT and NI merger

Those with a long memory will recall that at the start of the last parliamentary term George Osborne announced his intention to merge income tax (IT) and national insurance (NI).  Headline grabbing as the initiative was, the reality of the complexities, challenges and costs of such a move resulted in this idea being kicked into the political long grass.


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