Customer Satisfaction Survey

Your feedback is extremely valuable to us, please answer each question below

Question Title

* Which products have you discussed with your Adviser?

Pensions

Investments

Life Cover and/or Critical Illness

Question Title

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	Very satisfied	Fairly satisfied	Fairly dissatisfied	Very dissatisfied	N/A or don't know
Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements	Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements Very satisfied	Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements Fairly satisfied	Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements Fairly dissatisfied	Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements Very dissatisfied	Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements N/A or don't know
Did you understand how much you would be charged for the services provided by your adviser?	Did you understand how much you would be charged for the services provided by your adviser? Very satisfied	Did you understand how much you would be charged for the services provided by your adviser? Fairly satisfied	Did you understand how much you would be charged for the services provided by your adviser? Fairly dissatisfied	Did you understand how much you would be charged for the services provided by your adviser? Very dissatisfied	Did you understand how much you would be charged for the services provided by your adviser? N/A or don't know
Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements)	Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements) Very satisfied	Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements) Fairly satisfied	Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements) Fairly dissatisfied	Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements) Very dissatisfied	Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements) N/A or don't know
Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you?	Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you? Very satisfied	Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you? Fairly satisfied	Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you? Fairly dissatisfied	Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you? Very dissatisfied	Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you? N/A or don't know
Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail)	Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail) Very satisfied	Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail) Fairly satisfied	Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail) Fairly dissatisfied	Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail) Very dissatisfied	Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail) N/A or don't know
Were you satisfied that your adviser kept you appropriately informed?	Were you satisfied that your adviser kept you appropriately informed? Very satisfied	Were you satisfied that your adviser kept you appropriately informed? Fairly satisfied	Were you satisfied that your adviser kept you appropriately informed? Fairly dissatisfied	Were you satisfied that your adviser kept you appropriately informed? Very dissatisfied	Were you satisfied that your adviser kept you appropriately informed? N/A or don't know
Did you understand how and when you would need to pay your adviser?	Did you understand how and when you would need to pay your adviser? Very satisfied	Did you understand how and when you would need to pay your adviser? Fairly satisfied	Did you understand how and when you would need to pay your adviser? Fairly dissatisfied	Did you understand how and when you would need to pay your adviser? Very dissatisfied	Did you understand how and when you would need to pay your adviser? N/A or don't know
Are you satisfied that the products and services offered to you were relevant to meet your needs?	Are you satisfied that the products and services offered to you were relevant to meet your needs? Very satisfied	Are you satisfied that the products and services offered to you were relevant to meet your needs? Fairly satisfied	Are you satisfied that the products and services offered to you were relevant to meet your needs? Fairly dissatisfied	Are you satisfied that the products and services offered to you were relevant to meet your needs? Very dissatisfied	Are you satisfied that the products and services offered to you were relevant to meet your needs? N/A or don't know
How confident were you in the expertise and knowledge of your adviser?	How confident were you in the expertise and knowledge of your adviser? Very satisfied	How confident were you in the expertise and knowledge of your adviser? Fairly satisfied	How confident were you in the expertise and knowledge of your adviser? Fairly dissatisfied	How confident were you in the expertise and knowledge of your adviser? Very dissatisfied	How confident were you in the expertise and knowledge of your adviser? N/A or don't know
Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague?	Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague? Very satisfied	Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague? Fairly satisfied	Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague? Fairly dissatisfied	Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague? Very dissatisfied	Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague? N/A or don't know
If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs?	If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs? Very satisfied	If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs? Fairly satisfied	If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs? Fairly dissatisfied	If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs? Very dissatisfied	If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs? N/A or don't know
Did you understand the type and level of service your adviser would provide to you?	Did you understand the type and level of service your adviser would provide to you? Very satisfied	Did you understand the type and level of service your adviser would provide to you? Fairly satisfied	Did you understand the type and level of service your adviser would provide to you? Fairly dissatisfied	Did you understand the type and level of service your adviser would provide to you? Very dissatisfied	Did you understand the type and level of service your adviser would provide to you? N/A or don't know
Did you receive a written explanation from your adviser of the key features and cost of the product?	Did you receive a written explanation from your adviser of the key features and cost of the product? Very satisfied	Did you receive a written explanation from your adviser of the key features and cost of the product? Fairly satisfied	Did you receive a written explanation from your adviser of the key features and cost of the product? Fairly dissatisfied	Did you receive a written explanation from your adviser of the key features and cost of the product? Very dissatisfied	Did you receive a written explanation from your adviser of the key features and cost of the product? N/A or don't know

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Question Title

* Please use the space below to expand on any of the points or tell us where the service you received could be improved. Please tell us if anything on the questionnaire was not clear so we can improve it. Thank you