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customer service

Your profession

What can IFAs learn from the healthcare sector?

Advisers who put their clients' needs first will have more successful businesses, writes Ed Dymott, head of UK fund partners at Fidelity International.

clock 17 March 2011 •

Investment

MetLife outsources customer services to Belfast

MetLife has signed a ten year service contract with outsourcing provider Capita Group as part of its expansion drive.

clock 28 February 2011 •

ETFs

ETF servicing increases in complexity

Servicing ETFs is becoming more complex as the market continues to grow in popularity and as the number of funds on offer rises, State Street says.

clock 19 October 2010 •

Underwriting

Medicals Direct acquires competitor Medibureau

Medicals Direct Group has bought key competitor, City of London based, Medibureau for an undisclosed sum.

clock 14 July 2010 •

Your profession

Better Business: Meeting clients' service demands

As clients demand more efficient and cost-effective advice, advisers must think carefully about how they deliver their services.

clock 03 June 2010 •

Your profession

How can you play to your team's strengths?

Making sure roles are clearly established within your business will lead to greater productivity, writes Brett Davidson, chief executive of FP Advance.

clock 27 May 2010 •

Mortgages

Platform relocates key service centres

Platform, the intermediary lender of the Co-operative Bank, is to relocate its pre-completion and customer care services centres, with up to 90 staff to be affected.

clock 25 March 2010 •

uncategorised

SIPP firms slated for poor IFA service

SIPP providers are unaware of widespread dissatisfaction among their IFA customers, according to Investors in Customers (IIC).

clock 07 January 2010 •

uncategorised

'Unnecessary' SIPP rules frustrating for advisers

Three quarters of advisers are frustrated by ‘unnecessary' restrictions on SIPPs, according to provider Curtis Banks.

clock 18 December 2009 •

Protection

A third party priority

Attention to service levels is imperative in a firm of any size, yet both measurement and implementation may be better outsourced, says Kate Roy.

clock 01 October 2009 •
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