We have retained the prestigious Investor in Customers 'Silver' accreditation

Published by Julia Bassett on

Thanks to our committed approach to always doing the right thing for our clients, and following a rigorous assessment, we are proud to have again been recognised with an Investor in Customers (IIC) 'Silver' accreditation.

The accreditation has been earned for the quality of our client relationship management in Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs).

What does the IIC accreditation mean for our clients?

The IIC accreditation is widely recognised as a sign of quality service, independently measuring client experience across four key principles:

  • understanding client needs
  • meeting client needs
  • delighting clients
  • engendering loyalty

As the benchmark of a customer-centric organisation, successful accreditation demonstrates a strong commitment to our clients, from providing an all-round excellent service to ensuring we are continuously improving — so that we can meet and exceed expectations. 

Sandy Bryson, Director at IIC, said,“Barnett Waddingham has again demonstrated their commitment to providing an outstanding level of client experience. By embracing Investor in Customers’ rigorous assessment process, they have shown an ongoing determination to understand how to continually improve their client experience. Well done for all their hard work!”

Accreditation recognises our outstanding level of service

We received a positive rating of 7.86 (out of 10), highlighting our improvements since previous assessments. It means we are now only 0.14 away from attaining the exceptional ‘Gold' standard accreditation, which we remain determined to achieve. 

The IIC accreditation follows on from our strong AKG financial rating earlier this year, proving our ability to maintain a robust operational capability for our clients.

The IIC assessment was conducted across four client audiences — SIPP members, SIPP advisers, SSAS members and SSAS advisers — as well as staff and managers involved in the delivery of the client experience. The assessment also considered an external view from IIC. All of this gave a comprehensive insight into the client service and experience we provide. 

Grahame P, SIPP member

“Impeccable service and great products.”

Glynn W, SSAS member

“Should anyone ask me about SIPPs and SSASs, I would have no hesitation recommending they talk to Barnett Waddingham.”

Darren B, Adviser, Kent

“There is a depth of expertise and technical knowledge to support your staff, which helps me with my clients.”

Michael M, Adviser, Newcastle Upon Tyne

“Service is efficient and of a high standard — much better than the industry average of providers we deal with on a daily basis.”