View the article online at http://citywire.co.uk/new-model-adviser/article/a661211
Skandia launches 'find an adviser' tool for orphan clients
by Jun Merrett on Feb 25, 2013 at 11:51
Fund supermarket Skandia has launched a 'find an adviser' tool on its customer-facing website in an effort to reconnect orphan clients with advice.
The tool aims to encourage people to use a financial adviser who can advise them on Skandia products, although the site will also refer clients to another website which will help them find an adviser independent of Skandia.
Skandia said it has written to all of its customers that it knows have lost contact with their financial adviser to inform them of the tool.
Peter Mann (pictured), Skandia UK managing director, said he hoped the tool would dispel any myths that the company was building a direct to consumer platform and show it was committed to financial advisers.
'The fact that we are building new digital services for our customers to use directly had led some people to assume we are building a direct to consumer platform,’ he said. ‘I hope that this first launch shows our true intention which is to promote financial advice and help people engage with their investments in a more interactive way.
'We know that many of our customers have lost touch with their financial adviser for a number of reasons and we are hoping that this tool will help them reconnect with a new adviser and benefit from the valuable services they offer.'
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by Jun Merrett on Mar 07, 2014 at 13:27