In today's ever changing economic landscape, advisers are under increasing pressure to ensure they are getting the best possible rates for their clients.
Within the annuity sector, it is even tougher for advisers as there are a number of hurdles they have to overcome to access the best rate available. Sourcing the quote, completing the application process in a timely fashion, keeping up to speed with advances in technology and, last but by no means least, ensuring all of this is ‘treating customers fairly’ are just some of the issues advisers need to bear in mind on their quest for the best annuity rate to suit their client. Quote Sourcing The first step on that journey- sourcing an annuity quote- can often be the trickiest one to navigate...
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