Each week the mystery shopper seeks advice from advisers to see how customers are treated when they pick up the phone to contact an adviser.
In March 2018, the mystery shopper contacted advisers. She is calling on behalf of her father, a 64-year old who has £150,000 in his pension pot. He wants to use his savings to provide a guaranteed income, but also wants the flexibility to withdraw a lump sum when he needs it.
Roxboro were awarded Shopper’s Choice with a total score of 35/35. “The adviser spoke with a lot of knowledge and authority about the choices available for her father at the point of retirement.”Read more from the Roxboro Library