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Important Notice...

WE ARE NOT FINANCIAL ADVISERS

If you are a client acting without advice from a Financial Adviser who is Authorised and Regulated by the Financial Conduct Authority, we strongly suggest that you seek advice before establishing a pension scheme with us or making any investment or pension transfer decisions.
If you do not already have an Independent Financial Adviser, information can be obtained from www.unbiased.co.uk or telephone 0800 085 3250.

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Client Feedback Survey 2024

04/11/2024

We are delighted to share the results of our recent client survey, and would like to thank everyone who took the time to offer their insights.

Your feedback is invaluable as we continue to improve our services to better meet your needs.

Here are some key findings from the survey:

Clear Understanding of Our Product: 100% of respondents reported a strong understanding of the purpose and design of our SSAS product. We are delighted that our explanations are effective and that you feel confident in your knowledge.

Satisfaction with Communication Channels: Every client who responded – a full 100% – said they are happy with our communication channels. Whether by email, phone, or face-to-face meetings, we are committed to being accessible and responsive to your needs.

Clear and Understandable Written Materials: 97.6% of clients find our written materials clear and easy to follow. Your confidence in our materials is essential, and we will continue refining them to make them as straightforward as possible.

Satisfaction with Online Facilities: 88.1% of respondents feel our online facilities meet their needs. We’re paying close attention to those who see room for improvement and are actively exploring ways to enhance your online experience.

Perceived Value for Money: 83.3% of you believe our fees offer good value. We aim to balance quality and affordability, and this feedback drives us to keep delivering excellent value.

Willingness to Recommend: We are honoured that 88% of you would recommend us to others. Your recommendations mean the world to us and motivate us to keep delivering the best possible service.

Thank you once again for your trust and feedback.

We are committed to building on these results, strengthening our offerings, and providing you with even greater value in the future.