Having confidence in your chosen platforms ability to deliver service to all employees within your firm, ensures a joined up and efficient advice process. For example, access to technical expertise is fantastic but it’s fruitless if the training and support isn’t in place to carry out basic administration functionality on the platform.
At Old Mutual we aim to deliver best in class services across the whole advice process, ensuring advisers, paraplanners and administration staff have access to the services and functionality they need to carry out their day to day tasks efficiently and with ease.
We aim to support this through continued investment in our service model, which is shaped through research and listening to all of our users. Recent examples include:
- Launch of PROMPT Direct, the tool that allows cross wrapper transfers to be carried out completely online.
- Introduction of The Tapered Annual Allowance Calculator – Helping maximise client allowances by making the complex rules around adjusted and threshold income and carry forward allowances simpler for advisers.
- Increased due diligence support with field based assistance from our Platform Specialists.
Have these enhancements been a success?
We have been delighted to learn that readers of Professional Paraplanner have voted Old Mutual Wealth as ‘Best Platform,’ which we believe evidences our ability to offer services that meet the needs of not only advisers but their support staff aswell. The role of the paraplanner has never been so prominent in the industry and we truly value this award. Thank you to all of you that voted for us.