PGrafton
Not sure if this topic has been covered before but we have been advised by our compliance company that we cannot raise a complaint to a provider when things go wrong, as we do not have FCA permission to do so.
I understand the need to regulate claims handling firms who get remunerated for raising complaints but this does not feel right with regards to the sorts of issues we are dealing with (missed payments, incorrect fund switches etc) as resolving issues for clients is part of our service and generally comes at a (time) cost to us.
Just wondered if this was an issue for other paraplanners/firms?
About
- Username
- PGrafton
- Joined
- Visits
- 0
- Last Active
- Roles
- Member