Problem providers: Stick or twist for the sake of your firm's efficiency?

Months for responses

clock • 7 min read
Problem providers: Stick or twist for the sake of your firm's efficiency?

Arduous admin, lengthy delays and communication practices that hark back to the previous century are just some of the frustrations experienced by advisers when dealing with providers. But what can, or should, be done about it?

Providers taking a painfully long time to deliver something people expect to be straightforward and simple, like transferring a client's defined contribution (DC) pension from one provider to another,...

To continue reading this article...

Join Professional Adviser

 

  • Unlimited access to real-time news, industry insights and market intelligence.
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters.
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection.
  • Tap into our community intelligence through our regular Pro Adviser poll.
  • 
 Be the first to hear about our events and awards programmes.

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Ralph Mitchison: "When done well, a succession plan enables business owners to bring in new blood, develop areas of specialism and import new ideas. As such, it can fuel business growth."

Planning for succession: Why planning for tomorrow brings benefits today

Staff retention and growth potential

Ralph Mitchison
clock 03 December 2021 • 5 min read
Russell Andrews: "The starting point for gamification is identifying what motivates, satisfies and drives engagement for clients and employees."

Russell Andrews: Gamification - winning hearts and minds

Building loyalty

Russell Andrews
clock 30 November 2021 • 5 min read
Philip Martin, managing director at Unique Financial Planning.

Behind Unique Financial Planning's strategy for growth

'Technology, diversity and risk management'

clock 30 November 2021 • 2 min read