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IFAs have claimed providers of individual protection products consistently fail to meet their expectations in dealing with existing business, Defaqto said.
“Doing the right thing” has emerged as the most important value among Financial Ombudsman Service (FOS) staff as part of an ongoing review.
An IFA has blasted James Hay for making 'schoolboy errors' when calculating a SIPP customer’s pension benefits.
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Advisers who put their clients’ needs first will have more successful businesses, writes Ed Dymott, head of UK fund partners at Fidelity International.
MetLife has signed a ten year service contract with outsourcing provider Capita Group as part of its expansion drive.
Servicing ETFs is becoming more complex as the market continues to grow in popularity and as the number of funds on offer rises, State Street says.
Medicals Direct Group has bought key competitor, City of London based, Medibureau for an undisclosed sum.
As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.
Making sure roles are clearly established within your business will lead to greater productivity, writes Brett Davidson, chief executive of FP Advance.
Platform, the intermediary lender of the Co-operative Bank, is to relocate its pre-completion and customer care services centres, with up to 90 staff to be affected.
SIPP providers are unaware of widespread dissatisfaction among their IFA customers, according to Investors in Customers (IIC).
Three quarters of advisers are frustrated by ‘unnecessary’ restrictions on SIPPs, according to provider Curtis Banks.
Attention to service levels is imperative in a firm of any size, yet both measurement and implementation may be better outsourced, says Kate Roy.
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