Adviser > About Us > We're 'best for service'. Fact.
We're 'best for service'. Fact.
Our 5 star service could boost your profitability.
For the second year running we've been voted 'best for service' and retained our 5 stars for Excellent Service at the 2011 Financial Adviser Service Awards in the Life & Pensions category for group and individual pensions.
You can trust us to keep our promises.
Our helpful and dedicated team always aim to:
- make commission payments within 5 days of case completion
- acknowledge applications within 24 hours and allocate a case manager to 'own' the application
- apply transfer payments within 48 hours of receipt
- pay PCLS within 5 days of receipt of transfer payment.
Customer quotes
"With regards to working with Scottish Life I have always found the support we have from them, the service we get from the new business team and the after sales service and back up to be extremely efficient, and we quite often comment on how good and proactive it is."
Simon Higgins, Blue Trust, May 2011
Useful factsheets:
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Could good service save you (£000s) each year?
As you know, receiving bad service from a provider can not only damage your reputation with your client, it could cost your business a lot of money as you and/or your colleagues spend time dealing with service errors. Time that could otherwise be spent with clients.
In a post-RDR world, this amount of money could make a big difference to your profitability. Discover for yourself the effect it could have on your business by using our Segmentation Calculator.
How our 5 star service supports your business
- Helpful and dedicated people
Our team will work closely with you to make sure you and your clients get everything they need. - Named contacts
A named contact will see your business through to completion. No call centres to deal with. All calls to our main servicing number are charged at local rate. - Track new business
Our new business tracking system gives you a single view of all your individual pension cases in the pipeline. - Online service
As well as servicing your clients and schemes online, we've got valuation links with popular back office systems, IntelliFlo, Avelo, Plum Software and Tru Potential – to help you access all your policy valuations in one place. - Simple and efficient processes
As an example, we use Origo options to simplify and streamline the process for Open Market Options and pension transfers. - Better policy documentation
We have clear customer communications that are easy to understand meaning fewer time consuming queries for you. - Product and technical support
We have the best people in the business to provide you with relevant and timely information. Our website also has lots of helpful tools and resources.
More information
For more information on our award winning products and services please contact your usual Scottish Life consultant or visit www.scottishlife.co.uk/adviser.
Help us be even better
You can help us go a step further. We would really appreciate it if you could tell us one thing you think would make our service even better in a post RDR environment.
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