Improving our service and becoming an NMA top 100 firm – looking back at 2019

At Christmas time it is natural to reflect on the year just gone and to look forward to the New Year. 2019 has been a very busy year for BlueSKY and there have been several highlights including achieving NMA Top 100 status. Here’s our pick of 2019.

BlueSKY named in the NMA Top 100

2019 has seen us once again receive accolades from the industry’s top publication. This October we were named by New Model Adviser as one of the Top 100 financial planning firms in the UK.

NMA said: “The business has turned its client journey on its head and rebuilt its processes to give support and insight to clients much more consistently…A Facebook campaign to promote the benefits of financial planning tops off a year full of change for the firm.”

Pension Transfer Gold Standard

The Pension Transfer Gold Standard is a voluntary code of good practice for safeguarded and defined benefit pension transfer advice, based around a set of principles. It aims to help consumers better understand what good advice looks like and where they can find it.

Earlier this year we were thrilled to have achieved this Standard. The accreditation affirms our competence in a highly complex area of the work that we do and demonstrates that we are a trusted firm when it comes to pension advice.

Working closely with clients, and improving our service

Whilst these awards and designations are testament to the professionalism that we at BlueSKY hold dear, we never forget what a privilege it is to look after our clients and their finances.

We derive an enormous sense of pride from working with all of our clients and helping them to interpret an often-complex world.

By making sense of the impact that tax, legislation and investment performance could have on our clients’ broader lifestyles, we very much see our role as ‘enablers’. We’re here to assist our clients to achieve their hopes and dreams by taking away much of the anxiety that financial matters can create, as well as demonstrating the art of the possible.

We are always looking to improve the BlueSKY client experience and, this year, we have focused on a number of areas.

This includes the introduction of this monthly newsletter which we hope has provided useful insights and information. We’ve also focused on improving the quality of the literature that we produce.

We have also made enhancements to improve our ‘client journey’ which begins when a client first makes contact with BlueSKY and continues throughout the relationship. It was very pleasing to see this highlighted by New Model Adviser in awarding us Top 100 status.

Of course, we very much welcome any ideas or suggestions that our clients might have to make things even better. Please get in touch if you have any feedback! Email or call us on 0118 987 6655.

Saying goodbye and looking forward to 2020

2019 has been a year of change and, while we have waved goodbye to a couple of faces, we have also welcomed two new members to the BlueSKY team.

Whilst it is always sad to say goodbye to valued members of the team, we wish them well and we are very confident that the new additions to the BlueSKY team will help make our service even better.

So, with 2019 drawing to a close, all that remains for us to do is wish all of our clients a very Happy Christmas and we look forward to working with you in 2020.