At MD Pension Solutions we are passionate about the service we offer to brokers, and are relentless in our pursuit of excellence. We have created our Broker Customer Service Charter as a way of keeping on track and communicating our commitment to the very highest standards.
The following 10 statements are not aims or objectives - they are guarantees
Broker Customer Service Charter
1. We will attempt to make contact with your client within 4 hours of you passing their details to us;
2. We will give your client an honest estimate of how long the process will take;
3. We will keep both you and your client informed on the progress of the application;
4. We will never attempt to cross-sell other products to your client;
5. We have an obligation to monitor your client’s pension in the future, but will refer them to you for any other needs;
6. We will only recommend products that are in the best interests of your client;
7. All dealings with your client will be within the rules and the spirit of TCF;
8. We will ensure that your client fully understands any proposed products before completing an application form;
9. We will pay your commission with 48 hours of receiving it from the provider;
10. We will continually strive to improve the quality of our service to you.