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Case study: Prudential

Prudential aims to be
‘the leader in retirement’

 
Illustration of Prudential services

Already, 10,000 independent advisers say it’s better than ever

 

Keith Phillips, Key Accounts Director Prudential UK and Europe, notes partnership benefits…

  • an improved service proposition that meets intermediaries’ needs
  • a responsive and knowledgeable contact centre
  • more satisfied customers and advisers
  • attaining five star rating
 
Illustration of Prudential services

In April 2008 we began a 15-year, £722m contract to manage and transform the administration of Prudential’s life and pensions operations, involving some 7 milion policies. Our task is to reduce operating costs while increasing customer satisfaction and loyalty by stepping-up service efficiency, quality and flexibility.

In 2007, Prudential outlined its strategy of selectively competing in the UK retirement savings and income markets. While focusing on maximising value from the opportunities provided by the need for innovative retirement solutions, Prudential also looked to reduce its administration costs while continuing to enhance service to customers and financial advisers. To help achieve this, its customer and adviser service operation was outsourced to Capita in 2008 – transferring 3,000 front office, back office and IT employees in the UK and Mumbai.

“The way our working relationship with Capita has evolved is making a tangible difference to our customers and advisers. In Capita, we have a long term partner who delivers on service and continually works with us to find flexible solutions to our business needs. Capita’s commitment to the partnership continues to enhance our overall proposition.”

Tulsi Naidu Operations Director, Prudential UK and Europe

At Capita our 5-year transformation programme is introducing, among other things, a new approach to management development, focused on boosting commercial awareness and leadership. We brought in new training for contact centre employees to enhance their skills, confidence and knowledge to handle enquiries and complaints more effectively and to meet the Financial Services Authority’s mandate of treating customers fairly.

In October 2008 the financial crisis triggered a huge upsurge in calls and mail from anxious customers. Our team took it in their stride, providing the support and reassurance policyholders needed in a way that fully reflected Prudential’s brand values.

And in the 2009 Financial Adviser Service Awards over 10,000 advisers gave their verdict. For the first time in a decade, Prudential won five star ratings in 2 categories: Investments and Life and Pensions. This brings more than kudos: many key advisers will only recommend providers that attain the highest service levels.