AXA Winterthur Wealth Management has launched a TCF toolkit, including the option for IFAs to earn star awards for customer service.
The firm has teamed up with Investors in Customers (IIC) to illustrate how advisers can gain a one, two or three star award for customer service, designed to provide credibility to IFAs' existing or potential clients and help advisers comply with the FSA's TCF outcomes. To gain the one year accreditation, questionnaires are sent to IFA firms' customers and staff, while websites and client facing material is assessed to gauge how engaged clients are with the advisory process. Clients responding to the ten minute survey, score each question from one to ten. The average total score determi...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
