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customer service

Wrap/platforms

Nucleus issues ten challenges to financial services sector

Clarity of costs and customers' interests must be priorities

clock 30 June 2016 • 2 min read

Regulation

FCA misses voluntary customer service targets after enquiries hike

The Financial Conduct Authority (FCA) helpline has failed to achieve its voluntary targets for servicing enquiries from firms after being hit by increased demand for help with consumer credit and AIFMD.

clock 21 May 2015 •

Regulation

Pension provider capacity crunch fears 'well-founded' - PwC

Fears pension providers will struggle under huge inflows of customer requests come 6 April are "well-founded" as too little has been done to address communication processes, according to PwC.

clock 05 April 2015 •

Adviser tips

How to survive and thrive in the customer service era

How to survive and thrive in the customer service era

clock 12 June 2014 •

Your profession

The Wow Factor: Eight ways to wow clients on purpose

The Wow Factor: Eight ways to wow clients on purpose

clock 03 April 2014 •

Adviser tips

Why stay with us? 14 questions to ask clients

WHY, HOW, WHEN?

clock 28 November 2013 •

Adviser tips

'I can't get no...': How to gauge client satisfaction

SATISFACTION

clock 10 October 2013 •

TCF

IFAs trash protection providers for failing existing customers

IFAs have claimed providers of individual protection products consistently fail to meet their expectations in dealing with existing business, Defaqto said.

clock 15 November 2011 •

Regulation

FOS staff motivated by 'doing the right thing'

"Doing the right thing" has emerged as the most important value among Financial Ombudsman Service (FOS) staff as part of an ongoing review.

clock 28 March 2011 •

uncategorised

IFA: James Hay made 'schoolboy errors in basic maths'

An IFA has blasted James Hay for making 'schoolboy errors' when calculating a SIPP customer's pension benefits.

clock 23 March 2011 •
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