Service
Designed with you in mind
We never forget that when you choose MGM Advantage, you put your professional standing on the line as well as your client’s financial future.
We know you’ll judge us by how well we look after you and your clients. That’s why we put top quality service and innovation at the heart of everything we do.
Making life easier for you
We’re happy to collect your clients’ medical details directly from them by phone – saving you time and potentially uncomfortable conversations. And we’ll issue quotes within two hours of completing the tele-interview with your client. And there’s no charge for this service.
Every five working days, we’ll contact the ceding scheme to check the progress of the transfer.
Our technical and medical underwriters are at the end of the phone if you need help with specific queries.
We’re members of the ABI Options scheme and we’re committed to speeding up transfer times and setting up annuities quickly.
Service as it should be
When you ring us, you’ll get straight through to a knowledgeable and friendly member of the IFA support team who genuinely wants to help – no buttons to press.
If you prefer to chat things through face to face, we can quickly arrange a visit from one of our nationwide sales support team.
We look after your customers as well and have a unique Customer Charter (customer website) which gives a £25, no quibble payment to any customer who feels we’ve failed to provide the level of service we promised.
Once we’ve received the final funds and all the relevant paperwork, we’ll make sure the annuity is in place within two working days.
Your fees are paid within seven working days of the policy being set up.
Innovation that stands out
Our industry-leading online quote and apply system provides access 24 hours a day.
There’s no need to re-key client information if you want to revise any quotes or progress to the application stage – it’s already there!
It’s not just fast but simple too, with on-screen tips to guide you through.
We know that not all pension companies act as quickly as us so we give you a 45 day quote guarantee on all your Enhanced Annuity quotes – that’s longer than anyone else.
We’re easy to reach
We’ve got a dedicated team available between 8am and 6pm to answer your queries about adviser fee payments, active cases and any other servicing matters on 0845 608 60 70.
We’re proud to be a corporate member of the Plain Language Commission.
Our aim is brilliantly simple communications – we’re a company who is committed to explaining things clearly both for advisers and for their clients.
