CUSTOMER CHARTER
Peart’s Policy on Treating Customers Fairly.
Peart is committed to supporting the Financial Services Authority’s Treating Customers Fairly initiative (TCF). We believe in putting
customers first and we are constantly looking at ways to improve the products and services that we deliver to our customers.
We set out below our Customer Charter; this emphasises our commitment, and sets out what you can expect from us.
Customers
- Treat our customers fairly and deliver high quality products and services which meet their reasonable expectations throughout their relationship with us.
- We are committed to ensuring that our customers want to stay with us and recommend us to their families, friends and colleagues.
- Customers will receive suitable advice that takes into account their personal circumstances.
Our products and services
- We will ensure that our products are marketed; targeted and sold with no hidden conditions and that they do not rely on complex technical definitions.
- Our customers will receive clear information and will be kept suitably informed before, during and after the point of sale.
- We are committed to listening to our customers and understanding what is important to them. We will take responsibility for meeting the needs of our customers and will continually look for ways to improve the quality of our service.
Our Employees
- Our employees will address any concerns in a sympathetic and positive manner.
- We will meet our customers’ needs by finding ways to deliver what matters to them, being clear and straightforward in our dealings and working together to meet their needs.
- We will ensure that our employees are encouraged to deliver a positive customer experience and treat customers fairly..
Our policy is in line with the current guidance from both the Government and the Financial Services Authority (FSA) and is in line with the principles of the FSA that a firm must pay due regard to the interests of its customers and treat them fairly.
