• Retirement
  • Insurance
  • Mortgages
  • Investments

Treating Customers Fairly

Anglia Financial was pleased to discover that the FSA’s principles of practice surrounding TCF (treating customers fairly) was already intrinsically knitted into our client proposition and work ethics. We are always reviewing procedures to benchmark our results and explore ways in which we may improve our client relationships and welcome all client feedback and experiences to ensure we are doing the best we can for our clients now and in the future. The six core TCF principles as laid out by the FSA are

  1. Customers can be confident that they are dealing with firms where the fair treatment of customers is central to the corporate culture.
  2. Products and Services marketed and sold in the retail market are designed to meet the needs of identified customer groups.
  3. Customers are provided with clear information and kept appropriately informed before, during and after the point of sale.
  4. Where customers receive advice, this advice is suitable and takes account of their circumstances.
  5. Customers are provided with products that perform as firms have led them to expect and the associated service is both of an acceptable standard and as they have been led to expect.
  6. Customers do not face unreasonable post-sale barriers imposed by firms to change product, switch adviser, submit a claim or make a complaint.

Rest assured that you, our client, are always at the heart of everything we do. We’ve just always done it that way.

http://www.fsa.gov.uk/

Even if you already have a financial adviser, ask yourself these questions:

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