Tag Archives: Pension Performance

94% of IFA Direct Appointments Stated that the IFA could Improve the Performance of their Pension

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Was the IFA positive that he/she could improve the performance of your pension?

Out of a sample of 55 IFA Direct appointments that took place between Oct 2014 and June 2015, 52 out of 55 or 94% of appointments, stated that the IFA would be able to better the performance of their pension.

Did the IFA meeeting exceed your expectations as outlined by IFA Direct?

In the same sample, 53 out of 55 or 96% stated that the IFA Direct meeting with the IFA exceeded his/her expectations.

How satisfied are you with the Pension Review Meeting?

31 out of 55 or 56% were very satisfied with their appointment, whilst only 3 out of 55 or 5% were either neutral or unsatisfied. The remaining 39% were merely satisfied!

What disappointed you most about IFA Direct?

The vast majority 50 out of 55 or 90% stated “nothing” as their answer to what disappointed them about IFA Direct (not the appointment with the IFA).  “not certain on fees” and an “over confirmation by of the appointment” as being two of the reasons for being disappointed.

What impressed you most about IFA Direct?

24 out of 55 or 43% stated Professionalism and  20 out of 55 or 36% stated Knowledge as their answer as to what impressed them most about IFA Direct.

What attracted you to a Pension Review?

16 out of 55 or 29% stated “Reducing pension charges”. 13 out of 55 or 23% stated “Finding out more about the changes to the pensions market that will take place in 2015″.  7 out of 55 or 13% stated “Peace of mind that my pension is performing”. 

See some testimonials

Ryan Mellor, Co-founder at IFA Direct

If you are a financial advisor and you would like to work with us, please visit RMT Direct.

Ryan Mellor
Ryan Mellor is Co-founder of RMT Group, IFA Direct Home, RMT Direct Leads and RegulatedAdvice.co.uk.