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Are You Being Served?
Each week our anonymous correspondent highlights bad - and sometimes good - practice from providers, networks and support service companies.
09:13 | 18 Feb 2010
| By
Anonymous Adviser
Establishing a sub-agency with a product provider should be straightforward but there are plenty of companies that turn the request into a laborious chore, says our anonymous adviser
08:41 | 08 Feb 2010
| By
A Mystery Adviser
Life companies are hurrying to enter the wrap race to hold on to funds under management, not to serve advisers and their clients, says our anonymous adviser.
08:39 | 22 Jan 2010
This week's anonymous adviser correspondent says that without consistent rulings and clear guidance from the FSA, advisers are in the dark about whether they are exposing their clients to unnecessary risk.
00:01 | 15 Jan 2010
Sorting out a client’s pension requirements can be engaging; but add the muddled approach of two providers and the tangle can be costly, an adviser warns
00:01 | 16 Dec 2009
| By
Victoria Leigh
The fund management group enters our ratings for the first time with an AA, having just become eligible.
00:01 | 09 Dec 2009
| By
Victoria Leigh
The latest update of the Citywire Service Index sees SIPPcentre bag a AAA rating and rise up the ranks
00:01 | 27 Nov 2009
| By
David Sitton
The latest Citywire Service Index shows significant movements in the ranking of protection providers as some impress advisers with their service offerings
00:01 | 26 Nov 2009
Insurers’ after-sales service is poor, and neither IFAs nor their clients should be expected to bear the cost of such ineptitude
00:01 | 18 Nov 2009
| By
David Sitton
The latest report on the Citywire Service Index shows only one firm improved in the treating customers fairly stakes
00:01 | 16 Nov 2009
It's about time the FSA considered whether leading banks' re-hashed ISA and cash accounts treat customers unfairly, says our anonymous adviser
00:01 | 13 Nov 2009
Financial product providers receive more bad press for their services than their non-financial peers because the commercial relationship is not clear
00:01 | 06 Nov 2009
The nightmare vision described two weeks ago of the world post-RDR has prompted one reader to take a more positive view, describing a utopia in which forward-thinking IFAs get their just rewards in 2015
00:01 | 30 Oct 2009
It is a pleasant and welcome surprise to receive excellent customer service from a provider, says our anonymous adviser. Margetts receives a gold star
00:01 | 23 Oct 2009
In a dystopic vision of the future, our anonymous adviser imagines being a brainwashed supporter of a post-RDR world order in which the worst possible outcomes rule the financial services industry
00:01 | 16 Oct 2009
Having spent more than a week deleting thousands of unsolicited emails from James Hay, our anonymous adviser is fuming that the assault on his inbox remains unresolved
00:01 | 09 Oct 2009
No trade or qualifications body is safe from our anonymous adviser, all criticised for their perceived inadequacies in dealing with the shortcomings of the FSA
00:01 | 06 Oct 2009
| By
Carl Melvin
More and more, it's New Model Advisers who are calling the shots, says Carl Melvin of Affluent Financial Planning
00:01 | 02 Oct 2009
Our anonymous adviser has little time to size up fund managers and run investment portfolios, but wait... what’s that? Enter the multi manager
00:01 | 25 Sep 2009
Poor service from the likes of AXA Group’s Architas will make it easy for small financial planning firms with discretionary management status to compete at the big table, says our anonymous adviser
00:01 | 18 Sep 2009
The UK is often heralded as the centre of the financial services world, yet the inordinately slow service offered by firms like Zurich is archaic, says our anonymous adviser
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