Investment bonds service review 2017

by David Cartwright
Head of Insight and Consulting (Wealth and Protection)

June 2017

Results of our annual service review for investment bond providers is now available. The survey asked financial advisers to rank the most important aspects of service and then rate their own experience of onshore and international bond providers. The results were then plotted, identifying gaps in satisfaction experience.

Investment bond service is below expectation in 3 out of 7 service areas. Advisers who completed the survey, identified the most important service aspects to be ‘provider strength and brand’ and providers are meeting their expectations in this area. In comparison, both ‘new business administration’, ‘existing business administration’ and 'online services' fall below advisers expectations.

You can read more about these findings in our investment bond service review, which is based on Defaqto's service survey conducted in 2016, where advisers were asked to rate providers in seven categories:

1.     Provider strength and brand

2.     New business administration

3.     Existing business administration

4.     Product design and management

5.     Administration staff

6.     Online services

7.     Reporting

Download the full investment bond service review now to see how your experience compares to that of your peers’.