Pure Retirement Adviser Feedback Survey

Question Title

* 6. Did we meet your expectations in progressing your application to completion?

Not at all happy

Slightly happy

Somewhat happy

Happy

Extremely Happy

Not at all happy

Slightly happy

Somewhat happy

Happy

Extremely Happy

Other (please specify)

Question Title

* 7. How helpful did you find our Online Portal?

Not at all helpful

Slightly helpful

Somewhat helpful

Very helpful

Extremely helpful

Not at all helpful

Slightly helpful

Somewhat helpful

Very helpful

Extremely helpful

Comments

Question Title

* 8. How helpful did you find our Pure Professional adviser website?

Not at all helpful

Slightly helpful

Somewhat helpful

Very helpful

Extremely helpful

Not at all helpful

Slightly helpful

Somewhat helpful

Very helpful

Extremely helpful

Comments

Question Title

* 9. Do you use our online case tracker for case updates?

Yes

Don't know about it

Question Title

* 10. Do you use our mobile app?

Yes

Not heard of it

Question Title

* 11. Do you use paper or online application forms?

Online

Paper

Both

Question Title

* 12. Which sourcing tool do you most commonly use?

Advise Wise

Air Sourcing

Iress

Assureweb

Other (please specify)

Question Title

* 13. How clear and understandable do you find our literature?

	Not at all helpful	Slightly helpful	Somewhat helpful	Helpful	Very helpful
Product Documents Suite	Product Documents Suite Not at all helpful	Product Documents Suite Slightly helpful	Product Documents Suite Somewhat helpful	Product Documents Suite Helpful	Product Documents Suite Very helpful
Customer Facing Literature	Customer Facing Literature Not at all helpful	Customer Facing Literature Slightly helpful	Customer Facing Literature Somewhat helpful	Customer Facing Literature Helpful	Customer Facing Literature Very helpful
Marketing Toolkit Guides	Marketing Toolkit Guides Not at all helpful	Marketing Toolkit Guides Slightly helpful	Marketing Toolkit Guides Somewhat helpful	Marketing Toolkit Guides Helpful	Marketing Toolkit Guides Very helpful
Offer Pack	Offer Pack Not at all helpful	Offer Pack Slightly helpful	Offer Pack Somewhat helpful	Offer Pack Helpful	Offer Pack Very helpful

Is there any other literature we could provide that you would find useful?

Question Title

* 14. How useful do you find our communications?

	Not at all helpful	Slightly helpful	Somewhat helpful	Helpful	Very helpful
Emails	Emails Not at all helpful	Emails Slightly helpful	Emails Somewhat helpful	Emails Helpful	Emails Very helpful
Social media posts (LinkedIn, Twitter)	Social media posts (LinkedIn, Twitter) Not at all helpful	Social media posts (LinkedIn, Twitter) Slightly helpful	Social media posts (LinkedIn, Twitter) Somewhat helpful	Social media posts (LinkedIn, Twitter) Helpful	Social media posts (LinkedIn, Twitter) Very helpful
Press articles	Press articles Not at all helpful	Press articles Slightly helpful	Press articles Somewhat helpful	Press articles Helpful	Press articles Very helpful
Sourcing system adverts	Sourcing system adverts Not at all helpful	Sourcing system adverts Slightly helpful	Sourcing system adverts Somewhat helpful	Sourcing system adverts Helpful	Sourcing system adverts Very helpful

Other (please specify)

Question Title

* 15. When contacting Pure Retirement which is your preferred channel?

Phone

All of the above

Text

All of the above

Webchat

All of the above

Online portal messaging

All of the above

Question Title

* 16. When you have contacted us to discuss your case how easy was it?

Very easy

Easy

Somewhat easy

Neither easy nor difficult

Somewhat difficult

Question Title

* 17. How helpful are the employees at Pure Retirement?

Extremely helpful

Very helpful

Somewhat helpful

Not so helpful

Not at all helpful

Question Title

* 18. Who did you speak to?

Intermediary sales

Marketing

Application support & underwriting

Customer account servicing

Unsure

Question Title

* 19. Who is your main intermediary sales team contact?

Question Title

* 20. How likely are you to recommend us to an associate or colleague?

Not very likely

Slightly likely

Neither likely or unlikely

Fairly likely

Extremely likely

Not very likely

Slightly likely

Neither likely or unlikely

Fairly likely

Extremely likely

Comments

Pure Retirement Adviser Feedback

Adviser Feedback Questionnaire

Question Title

* 1. Broker Name:

Question Title

* 2. Broker Company:

Question Title

* 3. Broker FCA Number:

Question Title

* 4. Case Number/KFI Number:

Question Title

* 5. Please detail your email address

Question Title

* 6. Did we meet your expectations in progressing your application to completion?

Question Title

* 7. How helpful did you find our Online Portal?

Question Title

* 8. How helpful did you find our Pure Professional adviser website?

Question Title

* 9. Do you use our online case tracker for case updates?

Question Title

* 10. Do you use our mobile app?

Question Title

* 11. Do you use paper or online application forms?

Question Title

* 12. Which sourcing tool do you most commonly use?

Question Title

* 13. How clear and understandable do you find our literature?

Question Title

* 14. How useful do you find our communications?

Question Title

* 15. When contacting Pure Retirement which is your preferred channel?

Question Title

* 16. When you have contacted us to discuss your case how easy was it?

Question Title

* 17. How helpful are the employees at Pure Retirement?

Question Title

* 18. Who did you speak to?

Question Title

* 19. Who is your main intermediary sales team contact?

Question Title

* 20. How likely are you to recommend us to an associate or colleague?

Question Title

* 21. Is there anything we could be doing better to improve our service to you?