Part Four: 10 Royal London Ireland Service & Technology Features

This article is part four of a four part series intended for Financial Brokers.

Royal London Ireland is dedicated to providing exceptional service, which Brokers have recognised by awarding Royal London Ireland the Brokers Ireland Service Excellence Award for six consecutive years.?

Debbie Burke, Pensions Service Delivery Lead at Royal London Ireland explains our motivation, “Our passion lies in working seamlessly with Financial Brokers to redefine industry standards. We aim to consistently deliver unparalleled support, cutting-edge solutions, and a level of service excellence that sets a benchmark for the entire industry. Rewarding providers who deliver consistently reliable service will encourage higher standards of service across the industry. ”

We aim to consistently deliver unparalleled support, cutting-edge solutions, and a level of service excellence that sets a benchmark for the entire industry.

Some of the Royal London Ireland service and technology features that Brokers have at their fingertips include:?

1) All our pension products are available for quote & apply online.?

2) You can create multiple quotes for a single client and then benefit from a seamless transition from a quote to application, pre-populating any information already provided.?

3) Your clients have a choice of signing options, including digital consent.?

4) Real-time ‘Willing & Able’ letter.?

5) Comprehensive Fund Centre with factsheets and performance reports.?

6) Portfolio ‘look through’ with a real-time call to our fund data (hosted on Longboat) to view underlying asset mix as part of quote & apply.?

7) Real-time application tracking, giving you the functionality to upload requirements directly to our team’s work management system so we receive them instantly.?

8) Online notifications, letting you know when we have reviewed and accepted an application. If we have to reject it, we will confirm the reason why.?

9) Your Case Manager will support you with your online journey and provide regular updates regarding your pipeline management.?

10) Policies go ‘live’ on the day of receipt of our last requirement and Welcome Packs are available on both the Broker Portal and the Client Portal within three working days.

Debbie concluded, “Your success is our success, and together, we will continue to shape the future where exceptional service is not just an expectation but a reality.”

“Your success is our success, and together, we will continue to shape the future where exceptional service is not just an expectation but a reality.”

To find out more about the Personal Retirement Bond and Approved Retirement Fund pension products from Royal London Ireland, get in touch with your Broker Consultant. They would be delighted to hear from you! Or visit www.royallondon.ie

This article was first published in Irish Broker magazine April 2024