Financial Adviser Service Awards  

FASA 2017 Methodology: How we tallied the scores

FASA 2017 Methodology: How we tallied the scores

Every year, thousands of advisers vote for their favourite financial services providers, judging them on a series of criteria, based on various aspects of the service they provide.

Over the summer, data is collected by CoreData Research – both online and in print –whereby advisers give a list of providers across the industry marks out of 10. The providers are judged on the following criteria: new business processing, product support, personal contact, central processing, flexibility of charging options and electronic business.

The data is collected and averages are compiled. This produces a ranking of all the providers, including those that did not qualify, either because they did not get enough votes or their marks were not high enough.

Article continues after advert

The five-star winners are determined where there is a clear distinction between one group and another; company of the year is determined where there is a consistent pattern of excellence across all sectors, and the most improved is determined where there has been a dramatic increase in performance. Outstanding achievement is awarded to a company that has shown significant improvement across the years or consistent levels of five-star service.

The totals column reflects  companies total score since the Service Awards began; more data can be found on FTAdviser.

For the full data, visit: