Each week our anonymous correspondent highlights bad - and sometimes good - practice from providers, networks and support service companies.
00:01 | 19 Aug 2008
Financial planners have enough duties without the extra hoops providers want them to jump through in the name of client protection. Our anonymous adviser finds some firms’ data protection procedures self-serving.
00:01 | 22 Jul 2008
Some providers have yet to get the hang of the new financial planner concept. Our anonymous adviser uses the example of Norwich Union which refuses to acknowledge his existence and pays out unbidden commission.
00:01 | 15 Jul 2008
| By
Anonymous
Product providers that do not offer a slick post-sale service cannot count on being considered part of a financial planner’s client solution and will be facing a certain downfall, warns our anonymous adviser.
07:00 | 08 Jul 2008
| By
Anonymous
At least one insurance company is listening to financial advisers and offering added value in terms of an improved fund range, says our anonymous adviser.
07:00 | 01 Jul 2008
| By
Anonymous
The dismissive attitude some companies have towards their clients, makes you wonder how they ever stay in business, says our anonymous adviser.
07:00 | 24 Jun 2008
| By
Anonymous
Companies who appear not to be working in its clients’ interest are giving everyone in our industry a bad name, says our anonymous adviser.
00:01 | 17 Jun 2008
The cry ‘it’s not treating customers fairly’ can sometimes be used too readily but in this case its fits like a glove, says our anonymous adviser
07:00 | 10 Jun 2008
The Financial Services Authority is a joke, but advisers and consumers are failing to see the funny side, writes our anonymous adviser.
07:00 | 03 Jun 2008
| By
Anonymous
Insurers that fail to grasp the key role that good service plays are jeopardising their business, warns our anonymous adviser
07:00 | 27 May 2008
Stop whingeing about the regulator, says our anonymous adviser, and look to your laurels – we’ve got plenty to be proud of. After all, we’re not banks.
07:00 | 20 May 2008
| By
Anonymous
Using technology to process policy documents is fine – just don’t allow humans to mess up the data along the way, says our anonymous adviser
07:00 | 13 May 2008
Don’t be hoodwinked by aggressive marketing from insurance bond providers fighting their corner, says our anonymous adviser.
07:00 | 06 May 2008
07:00 | 29 Apr 2008
| By
Anonymous
Our anonymous adviser, noting the great differences in the way individual firms provide services, vows to only deal with those that are supportive
07:00 | 22 Apr 2008
| By
Anonymous
Many firms are so obsessed with ‘non-human’ systems that they overlook the merits of good old-fashioned service, says our anonymous adviser
07:00 | 15 Apr 2008
| By
Anonymous
What’ve you got – CII! But why is our anonymous adviser cheerleading the arch examiner? Well, he’s not actually, but he would be if he was American.
07:00 | 08 Apr 2008
| By
Anonymous
Self-invested personal pensions were billed as a breath of fresh air when it came to administration – our anonymous adviser is disappointed again.
07:00 | 01 Apr 2008
The Financial Services Authority needs to take some of its own advice and deal more fairly with those it oversees, says our anonymous adviser.
10:43 | 25 Mar 2008
| By
Anonymous
Passing on business such as Sipps to other companies just seems like shifting the blame, says our anonymous adviser.
07:00 | 18 Mar 2008
| By
Anonymous
The size of a provider and the size of their efforts to help are often in inverse proportion, says our anonymous adviser.
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