Bellpenny, nationwide provider of economic planning and wealth management, launched an rdr-ready choice of savings and investment solutions in late 2012, and most definitely has selected zurich as its lead integrated platform provider indulging in due diligence method.
This included rigorous analysis to actually be certain that its monetary planners will surely be equipped with efficient user-friendly technology enabling them into offer high quality service and price to actually customers.
Bellpenny was keen to actually work with the use of a provider that might provide comprehensive and ongoing adviser support.
Kevin ronaldson, chief govt of bellpenny aforesaid :
“Zurich’s platform offers our monetary planners everything we’re searching for in terms of product selection, simple use and talent to actually integrate simply with existing technology. the support we've received to this point has actually been glorious. zurich has shown us that it must be committed to actually following adviser feedback and building this into its solutions to the confident people.
“We are confident that the platform can add real price to actually our recommendation model, serving to to actually be certain that we’re able to actually provide a primary rate service to actually our customers. ”
Richard howells, uk intermediary sales director added :
“We are delighted at being chosen joined of bellpenny’s leading absolutely integrated platform providers and our focus currently often to ensure their monetary planners are given continued support.
“the pressure to actually demonstrate true price to actually purchasers never has been stronger and keeping the very best technology to offer this is often crucial. zurich is well placed to actually offer strength and support to actually advisers with the use of a commitment to actually ongoing investment and therefore the intermediary market as an entire. ”
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