Money Marketing is asking readers to help create a service monitor to offer advisers on ongoing benchmark of provider service standards.
A pop-up box should have appeared when you opened this page. Please fill in your details and submit and we will contact you when the Money Marketing Service Monitor is live over the next few weeks. If the pop-up box does not appear it may be because you have Java script turned off. If you are having difficulties signing up please email firstname.lastname@example.org.
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.”