DentonsStaying on top of trends key to our success
A commitment to delivering top notch services and flexibility to financial advisers and their clients is behind Dentons earning first place, according to David Fox, the firms’ director of sales and marketing.
Mr Fox said: “With over 30 years’ experience, our reputation for technical expertise and class leading customer services has helped to fuel our growth.
“We don’t just claim to be exceptional, but independent assessments by consultancy Investor in Customers and Defaqto mean we have the endorsements to back this up.”
Staying on top of trends and delivering the best possible service is assisted by regularly seeking client and adviser feedback.
Mr Fox added: “Through regularly seeking client and adviser feedback we are able to review and improve our systems and procedures where appropriate, and we follow up comments with a researched response, which is fully appreciated by advisers.
“We work hard to build long-term relationships with advisers which are based on trust, success and a personalised approach.
Our staff attend regular meetings where experiences are shared and their high level of continuity means we get to know advisers and their business.”
To complement its regular interaction and seminars with advisers, Dentons also prides itself on the intermediary-friendly design of its pension products. Furthermore, the pension provider has also been working on developing its online tools.
Mr Fox added: “We offer one of the most sophisticated self-invested pension vehicles in the market, handling everything from simple investment strategies to complex property transactions.
“Following the successful launch of our interactive website and secure adviser portal, which gives advisers instant access to client information 24 hours a day, we continue to invest in IT and are introducing an online Sipp application form for easier business submission.”
Scottish Life
Investing in people, not just systems explains triumph
Scottish Life has placed a huge amount of importance over the last few years on getting its service proposition right, said Isobel Langton, customer services director at Royal London, the parent company of Scottish Life.
People, and not systems, are at the heart of its service proposition said Ms Langton.
She said: “We make sure we put the right amount of time and effort into supporting our people to make sure we deliver an exceptional customer service for our customers – for our advisers, employers and our policyholders.
“Our commitment to the adviser market and the fact that we are a pension specialist means we can demonstrate we understand the advisers’ needs, and are not distracted by other product lines or distribution channels.”
Scottish Life has been working hard over the past 12 months to build on its already high level of service to help advisers deal with the time constraints of the new RDR regulation.
Ms Langton said the support from the new business case managers is just one example of how Scottish Life is helping advisers to lighten their load.
