Part Two: Three advantages to help you unlock the power of service excellence

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

Our unwavering commitment at Royal London Ireland to providing exceptional service is woven into the fabric of our operations. Debbie Burke, Pensions Service Delivery Lead at Royal London Ireland explains, “As a dedicated resource for Financial Brokers, our broker portal, along with the Broker Centre and Fund Centre, offer a wealth of information, helpful brochures, and useful tools. These platforms are designed to empower Financial Brokers to assist their clients in navigating and optimising their retirement planning journey”.

Here are three tools and features that help you offer exceptional service excellence:

1) Real-time Willing & Able letter

A “Willing & Able” letter can be generated through the Royal London Ireland online system and downloaded as soon as the transfer details are inputted on the apply journey. This can lead to a faster turnaround time of a case through to policy stage.

2) Automatic Portfolio Rebalancing

Additionally, with our unique My PortfolioChoice service, you can use our automatic portfolio rebalancing tool to streamline the management of your client’s portfolio without any need for manual intervention.

3) Comprehensive Fund Centre

Furthermore, Brokers have the advantage of the tailored and succinct fund offering available from Royal London Ireland as our fund shelf consists of a comprehensive and well-diversified fund range of 17 active and passive funds provided by Royal London Asset Management and BlackRock. Factsheets and performance reports for all funds are available on the Royal London Ireland Fund Centre.

Brokers have recognised our unwavering commitment to superior service excellence by awarding Royal London Ireland the Brokers Ireland Service Excellence Award for six consecutive years.

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