Click on the links to view stories and coverage of IIC in the media
Winterthur's Professional Edge team links up with Investor in Customers.
Investor in Customers is pleased to announce an exclusive agreement with Winterthur Life, in which Winterthur's Professional Edge adviser support team is to offer IIC services to IFAs.
Professional edge announcement(pdf)
Third accolade for award winning Cathedral
Cathedral Financial Management has scooped the highest rating in a customer service award, making it a hat-trick of accolades for the Devon-based IFA in recent months. Click on the link below to read the press release.
Cathedral Press release(new webpage)
Finance Week coverage - Customer retention or attrition - the decision is yours
Recent research by the Economist Intelligence Unit has revealed that 88% of directors believe that customer attrition is the direct result of lack of customer engagement. Worryingly, 11% admit to not knowing the cause of customer churn, but this is an underestimation.
The Exeter practice wins top Investor in Customer award.
Investor in Customers is delighted to announce the latest successful assessment in a growing number of organisations keen to attain the IIC award. The Exeter Practice is a leading independent financial advisory service and achieved a 3 Star award. It's the first company in Devon to receive the Investor in Customers accolade.
Exeter practice news release(pdf)
cchm:ping wins IIC 2* Award
cchm:ping wins IIC 2* Award
The integrated brand and marketing agency, cchm:ping have been awarded the IIC 2 star award. Click on the link below to see their website.
cchm:ping website (new webpage)
IQ Wins Gold Standard Award
IIC 3 star winners IQ have confirmed their superior service proposition by winning the prestigious Gold Standard Award. Click on the link below to read the news article.
Cadence Wins IIC 3* Award
Cadence Market Strategy, a marketing and PR company has become the first marketing agency to win the Investor in Customers award, achieving the highest level - 3 Stars.
Cadence co-founder and chief executive Dan Doherty said: "To achieve Investor in Customers status is very important to us as we built our business model on avoiding the old stereotypes about service and delivery. To get three stars, the highest possible level, is great - but to be the first marketing and communications company to win the award is the icing on the cake."
Click on the link below to read the news article on the Cadence web site. Cadence article (new web page)
IIC Article in Financial Planner Magazine
IIC have an article covering the recent IIC awards for the Institute of Financial Planning and Investment Quorum. Click on the link below to read the article. Financial Planner article (pdf)
Institute of Financial Planning achieves IIC award.
Bristol-based Institute of Financial Planning (IFP) has been awarded the IIC award. IFP, who represents financial planners in the UK undertook the assessment with their members, sponsors as well as internal staff and management of the Institute. More information is available on their website at IFP
Capita Life and Pensions achieves IIC award.
Capita Life and Pensions has been awarded the IIC award. Capita Life & Pensions Services is the UK’s leading provider of business process outsourcing for the life and pensions industry. They undertook the assessment with their customers, as well as internal staff and management. More information about Capita L&P is available on their website at Capita
Investment Quorum win first ever Three Star Award
IQ Press Release (pdf)
IQ Case Study (pdf)
IQ Press Article (new web page)
London-based IFA Investment Quorum have become the first ever winner of a three star IIC award. This is a truly remarkable achievement, and demonstrates considerable commitment to customer service. Investment Quorum is all about "Intelligent Wealth Management". By getting to know their clients extremely well in terms of their circumstances, risk appetite, investment timescales and goals and objectives they are able to deliver truly independent advice on a whole of market basis. More information is available on their website at Investment Quorum
Capita Hartshead follow up on IIC award
capita hartshead follow-up case study (pdf)
Following the IIC award awarded to Capita Hartshead, they have started to implement some changes within the business, highlighted by the IIC assessment. Read the details of how IIC is starting to make a real difference to Capita Hartshead.
IIC Article in "Financial Planner"
IFP Article (pdf)
An article on IIC appeared in the Institute of Financial Planning Quarterly journal "Financial Planner". The article, written by IIC Managing Director, Neil Craig, offers IIC as a solution for IFAs to "Treating Customers Fairly". See the article by clicking on the link.
Alexander Forbes receive IIC award
Alexander Forbes Press Release (pdf)
Alexander Forbes Case Study (pdf)
Alexander Forbes Financial Services are the latest in a fast-growing number of companies
which have been awarded the IIC award. Alexander Forbes provide comprehensive services
for companies, families and individuals across the broad spectrum of employee benefits
and personal financial planning. They are part of the wider UK group including Lane Clark and Peacock and The Annuity Bureau. They are part of the global Alexander Forbes
Group, based in South Africa.
Details of the range of services they offer can be found here Alexander Forbes website
Capita Hartshead receive IIC award
capita hartshead press release (pdf)
capita hartshead-iic case study (pdf)
professional pensions article
And the second winner of the IIC award is Capita Hartshead which is part of the Capita Group and is the UK's largest specialist third-party pensions administrator, serving around 450 clients covering more than three million members throughout the UK and Ireland. They received a two star award.
Suffolk Life receive IIC award
money marketing report
financial adviser report
suffolk life press release (pdf)
The first ever Investor In Customers award winner was Suffolk Life, one of the UK’s leading providers and administrators of SIPPs, who received a two star award. Henry Catchpole, CEO of Suffolk Life was delighted to be the first company to receive an IIC award, “We take pride in the high levels of service we offer our customers and it is gratifying to receive independent confirmation of that service. We will continue to strive for excellence in all aspects of our administration service - which is clearly a key to treating customers fairly.” (back to top)