Software: Written Testimonials
Below is a series of testimonials from Pension Performance Review Process users. To see additional video testimonials, please see the Video Testimonials page.
"The Pension Performance Review Process and software have revolutionised the way our advisers and account managers put together pension transfer reports for our clients. The clients love the detail they are presented with because of the way the reports are structured. It is very rare that we fail to engage a client after the presentation of the report."
Lisa Millar, KPM Financial
"The Pension Performance Review system has become an integral part of my business model. I do not feel that advisers could deliver a fully compliant service without it, and the professionalism it presents helps secure business on almost every presentation. It is a well designed and easy to use system, which is extremely robust, and is the perfect way to enhance your pension offering to clients. A must for all advisers serious about writing good quality pension business."
David Bone, Simple Financial Services
"The Pension Performance Review system is great and very easy to use. It only takes 2-3 hours to do a case from start to finish, even if the client has several policies with different providers, and the reports are extremely comprehensive. Clients are always impressed by how in-depth they are and other advisers in the office often comment on how professional they look. This often leads to discussions about the process and how it benefits both clients and advisers, thus ‘spreading the word’. It is clear from the sophistication of the software that they have put a great deal of thought into just about every aspect of the pension transfer process, yet they are always ready to consider enhancements to the system and to sort out any technical issues I have encountered. I would recommend the Pension Performance Review to any adviser who is looking to build long-term client relationships and a quality business based on recurring income. While most advisers view pension transfers as complicated and time-consuming, the Pension Performance Review system makes it easy and compliant. What other system can do that?"
James Ross, Foster Denovo
"Adopting the Pension Performance Review is one of the most important improvements we’ve made to our business. It is well received by our clients and a vital part of our RDR plan with clearly defined reports and audit trail. Our pension proposition is now efficient and fully integrated. The clients love the quarterly reporting and are extremely happy with the performance and process. It’s great to adopt a process that’s so well prepared and thought out and the pension industry updates and improvements are very useful."
Martin Haines, Dental Financial Associates
"I have been using the Pension Performance Review Process for some time now and have been successful in signing up several million pounds in pension transfers - predominantly new clients in need of pension advice. I do find introducing the Pension Performance Review does clarify and simplify a complicated process and makes it easier for clients to understand what is being proposed and at the same time being fully compliant. I am continuing to use the process and it will be a core foundation of my ongoing pension activity."
Ian Keiller, Bateman Financial Management
"Using the Pension Performance Review system is straightforward. Data entry is clear. The final reports are comprehensive and cover all points clearly. As well as being a useful document for the client, it is an excellent compliance and TCF tool."
Richard Brown, Pritchard Investments
"The key for us moving forward to a post RDR world is to be as systematised as we possibly can be without jeopardising the service we offer to our clients. The Pension Performance Review has been of great benefit to us in this aspect of financial planning. Not only that but it certainly gives us a huge edge over our competition and is very much appreciated by our clients who have benefited from the service."
Martin Dodd, Midlands Investment Agency
"I would just like to pass on to you some feedback from a very happy client of mine - the client said "Thank you for sending these [Pension Performance Review] reports. For the first time in 20 years I feel I understand and have a good track of where I am with my pensions, etc. The advice and service you have given thus far has been very useful; and most importantly....easily understood.""
Terry Hunter, Westgate IFA
"The Pension Performance Review has transformed my business. Having a complete process that is compliant and easy to use is fantastic and has allowed me to create a significant sum of money under advice. The clients really value the detail within the reports and I have a long list of very happy and loyal clients. I can't think of a better way to show clients the high quality of work I can do for them than by using the Pension Performance Review Process."
James Warren, The Mill House Group
"The Pension Performance Review Process used in conjunction with the Skandia platform, produces high quality client facing reports. Since using this system, I have been able to secure business that I might otherwise have struggled to win. My accountant was so impressed by the professional standard of the reports that he introduced me to his client base."
David Stewart, Straight Talk Financial Planning
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