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Are You Being Served?
Each week our anonymous correspondent highlights bad - and sometimes good - practice from providers, networks and support service companies.
00:01 | 16 Dec 2008
A request given time after time and ignored leaves our anonymous adviser with a case of déjà vu and some advice for the firm.
00:01 | 25 Nov 2008
| By
Anonymous
Our anonymous adviser aims his frustrations at the usual suspects and holds some in reserve for the regulator.
00:01 | 18 Nov 2008
| By
Anonymous
Our anonymous adviser deals with some spectacular inefficiency from a life company... sounds familiar?
00:01 | 11 Nov 2008
Financial planners should be checking how clients are placed to weather any storm, says our anonymous adviser.
00:01 | 04 Nov 2008
| By
Anonymous
Our anonymous adviser urges the FSA to show that it is dealing with those who drag down industry standards.
00:01 | 28 Oct 2008
| By
Anonymous
In these uncertain times our anonymous adviser stresses the importance of maintaining good reassuring communication with clients as opposed to some companies who do little except wish it would all just go away.
00:01 | 21 Oct 2008
| By
Anonymous
Most conferences are just a waste of time says our anonymous adviser. If they had fewer off-putting product presentations, less pointless socialising and more real content he would be more prepared to attend them.
00:01 | 14 Oct 2008
This week’s anonymous adviser is tortured by the drip, drip, drip of minor frustrations that come from dealing with a range of providers.
00:01 | 07 Oct 2008
| By
Anonymous
Product providers seem to be unclear about the role of advisers, especially when it comes to responding to simple requests from IFAs regarding the removal of customer policies, says our anonymous adviser.
00:01 | 30 Sep 2008
Some short-sighted providers appear to think it’s a waste of resources to offer face-to-face contact to smaller firms, says our anonymous adviser.
00:01 | 23 Sep 2008
| By
Anonymous
Discrepancies between online and paper proposal forms and a missing button on a website create an administrative problem and a tussle over online commission for our anonymous adviser.
00:01 | 16 Sep 2008
| By
Anonymous
If the regulator really wants to raise the quality of financial services it should initially focus on some of the industry’s more deep-rooted problems rather than IFAs, says our anonymous adviser
00:01 | 09 Sep 2008
Every year August seems to be the month the world forgot. Our athletes provided a golden service in Beijing, why can't providers do the same back home?
00:01 | 02 Sep 2008
Are product providers deliberately trying to make advisers’ lives difficult by ignoring requests for nil commission terms? Our anonymous adviser berates life companies for the cost in time wasted.
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.
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