We believed that — in return for making such a commitment with us — clients deserve to receive the highest standards of service at all times. But even allowing for the fact a client will understand and. To address these issues and other common frustrations investors have towards financial advisers, in SFS developed and launched a unique, market-leading investment proposition — Monitored Informed Investing MII — which places strong client service at the heart of every step. These quarterly reports have been well received by clients, and SFS Advisers even use examples of them as sales tools to attract new investors — visually showing them what they can expect to receive via MII. These affinities include the Daily Telegraph newspaper, the. While they can be assured SFS is regularly monitoring their investments on their behalf, clients also receive comprehensive, personalised quarterly and annual reports providing updates on their individual fund performance. Forgot Password Your Membership Number. Pre-MII, the average client length of investment was 11 years, so — if this average is maintained or improved upon through MII — SFS will be in a strong position for years to come.
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Skipton, Customer Relationship Winner Case Study
Login A new way to have a review with your Skipton financial adviser from the comfort of To help maintain service and quality, some calls may be recorded and monitored. BCD Login. You are not authorized to access this page. If you do not yet have a username, please contact Skipton Financial Services head office on With online services you can view your balance, make payments into your online savings accounts and transfer money to accounts in your name, view your.
Client engagement in the MII experience is high.
Since launch in July and up until 31 December.
These reports include a fund-by-fund breakdown of latest returns, a concise commentary on the reasons for recent performance and further recommendations such as whether to invest more into this fund.
Finally we looked at our competitors — what they do well, where they might be lacking — so we could ensure our proposition is truly market-leading.
This includes ongoing monitoring of their funds, regular communications of performance, fund switch offers and ISA transfers — all of which come at no additional cost to the client. The implementation of MII was not a simple product launch — it involved changing the way the business operated and revamping systems.
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Simply enter your login details and we'll take you through a few simple steps to. to you to tell you that Cofunds is now part of Aegon UK and that we were upgrading our platform as part of a multi-million pound investment.
A common complaint investors have against financial advisory companies is their lack of ongoing contact; so we developed six standout promises around maintaining close relationships with clients in a centralised, cost-effective manner.
We also spent considerable time obtaining the views of our financial advisers, because they have a unique insight into what their clients really want. From initially determining their appetite to risk and reward — so they feel comfortable regarding how their money will be invested — through to helping their beneficiaries in the event of death, clients can be assured that SFS will look after their best interests.
To help us further improve, SFS issues a questionnaire to every client when they invest, holds focus groups and has established a literature feedback panel. When you consider the economic turmoil of the last few years, for advisers to continue earning ongoing commission — while clients are left anxiously worried about how their investments are performing — hardly seems fair.
At SFS, we were mindful that the average length of time a client invests with us was 11 years. But even allowing for the fact a client will understand and.