Investors in Customers

This is just a note to say thank you to everyone who participated in our recent Investors in Customers survey. This year we got an overall score of 91.9% compared to 92.0% in 2008, which is a real credit to our team given the events in the world outside.

The survey gave us real clarity on what you get from us, ‘’we take away the worry about money in retirement’’. Understanding that this is what you value most, this is where we will focus our time and effort in 2012 and beyond.

One area where it was suggested there was room for improvement was in the communication of our thoughts and responses to the ever changing economic world around us. As you would expect, we do have a formal process to monitor and respond to developments in the market place through our regular Investment Management Committee Meetings (IMC), we just don’t tell you about them!

In response to your feedback we can announce that we will now be publishing the IMC minutes on a secure part of our website and summarising these into formal Technical Briefings. To help us translate our technical jargon into plain English we are delighted to welcome Marc Astley, until recently the editor of the Express and Echo, onto our team. The Technical Briefing will be emailed next week.

We always welcome feedback and would be really interested in your comments as to how we can improve, we recognise that some clients want more information than others and want to keep you informed and give clarity, not overload you with more ‘stuff’ to read!

As ever, many thanks for your continued support

Kind regards

Simon and Mo