She added: “For all new business every adviser is allocated a case manager, who provides a rare and personal service.
“Not only do our case managers provide advisers with a dedicated, consistent point of contact who will know the adviser’s business inside out, they will provide timely progress updates and will chase for any paperwork or transfer money, so the adviser can concentrate on other more profitable business.”
She said: “More than ever the adviser will need to focus on the costs to their business, which needs to be effectively managed to maintain profitability.
Good service means less time and resource required to sort problems, chase providers and check everything they do.”
Axa Wealth (incl. Elevate)
Tailored client service is behind compelling business model
The Axa Wealth business was structured very much with the RDR in mind, with its wrap business and specialist individual products business built on a tailored model to support different customer groups, Mike Kellard has said.
Axa Wealth’s chief executive officer said this approach ensured the company could offer strong services with genuine focus and allow advisers to choose which clients are suited to which solutions, rather than a ‘one size fits all’ approach.
Mr Kellard said: “At a time when many businesses have not been able to facilitate adviser charging, Axa Wealth invested in its entire product range, including both the wrap platform and individual products like the onshore and offshore bond, Sipp and individual pension, to ensure they were fully RDR-ready.
“In fact, we are one of a very small number of companies that are able to offer adviser charging as an option across both our wrap platform and our individual products, and this decision has, in my view, fuelled the very strong growth of the business this year.”
Mr Kellard said the firm would help advisers meet the challenges they face by offering technical, platform and consultancy expertise through dedicated support teams, geared to advisers’ business objectives.
Mr Kellard added: “Through our adviser support teams we work collaboratively on the development of our proposition and service offering, ensuring our products and services reflect what advisers need and want.”
Partnership
Human touch helps win advisers’ hearts and minds
Technology maybe driving industry change but the human touch is key to Partnership’s continued success, according to the firm’s chief operating officer.
Jane Kennedy put Partnership’s continued success down to the strong relationship it has built with advisers, its recruitment of top quality people and its recent listing on the London Stock Exchange.
She said: “This year has been an exciting one at Partnership as not only have we continued to build strong relationships with advisers and maintained our high standards, we also listed on the LSE in June.
