Tag Archives: treating customers fairly
Savers are denied the right to check their pension statements
Although it feels like winning, this has been a tough few weeks for me and my team as we struggle to get nearly 600 Data Requests sent to pension providers. These have been entrusted to us via Letters of Authority … Continue reading
Posted in advice gap, age wage
Tagged FCA, GDPR, Jerry Schlichter, MAS, TPAS, treating customers fairly
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“Financial strength” – customers will be the judge.
One of the most important functions of pension providers is to ensure that service levels are maintained through the current crisis. It is a severe test, this time the consequences of failure are not theoretical, if service levels fall … Continue reading
Posted in advice gap, age wage, open pensions, pension playpen, pensions, Retirement
Tagged AKG, financial strength, pension, pensions, Provider, TCF, treating customers fairly
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Putting clients first- First Actuarial
You can’t get people lower down the corporate food chain to “treat customers fairly” if the customers aren’t the first priority of the people at the top.