07 September 2010
 

 

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.

 

 

 
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