Intuitive Support

Celebrating 10 years working together. 🍸🙌🤩

Congratulations Sandra, what a fabulous journey it’s been! Thank you for all of your support.

Here’s to the next 10!! ♥️

Delighted to share that we have achieved 𝗖𝘆𝗯𝗲𝗿 𝗘𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹𝘀 𝗣𝗹𝘂𝘀 certification for the 𝗳𝗶𝗳𝘁𝗵 𝘆𝗲𝗮𝗿 𝗿𝘂𝗻𝗻𝗶𝗻𝗴. 🎉

For us, this isn't just a badge to display on our website. It demonstrates that our systems, processes and controls have been independently assessed against a recognised cyber security standard, helping to ensure that the firms we support can have confidence that we take the protection of their data seriously.

A huge thank you to Andy C at Cloud Geeni Ltd, who provides our IT support.

Without Andy's expertise and guidance, we genuinely wouldn't know where to start. He was there every step of the way, helping us navigate the process and making sure everything was in place for a successful assessment.

I'd also like to thank Mitchell Munday at Cyber Trust, our independent assessor. Mitchell guided us through the process with professionalism, patience and a wealth of knowledge. What could have been a stressful exercise felt straightforward and manageable thanks to his support. He was always available to answer questions, explain requirements clearly and provide practical advice along the way.

Achieving Cyber Essentials Plus for the fifth consecutive year is something we're proud of, and it's only possible because of the support of trusted partners like Andy and Mitchell.

If you're looking for expert IT support or guidance through Cyber Essentials and Cyber Essentials Plus, I wouldn't hesitate to recommend both Cloud Geeni and Cyber Trust.

Thank you both for your support once again.

And lastly... thank you to all our staff members involved in the assessment this year 😍, and to Dave Cruse (Outsourcing Specialist) for overseeing the process internally.

𝗪𝗵𝗮𝘁 𝗛𝗮𝗽𝗽𝗲𝗻𝘀 𝗪𝗵𝗲𝗻 𝗪𝗲 𝗚𝗲𝘁 𝗜𝘁 𝗪𝗿𝗼𝗻𝗴?

Most adviser firm and administrator relationships work brilliantly.

But very occasionally, they don't.

And I think it's important to be honest about that.

Not every administrator will be the right fit for every advice firm. Administrators, like advisers, all bring different experience, strengths, working styles and specialist knowledge. Whilst it is rare, sometimes a partnership simply doesn't feel right.

Equally, not every advice firm is the right fit for us.

Mutual respect is non-negotiable.

We are incredibly proud of our administrators and the work they do. If an advice firm is consistently disrespectful, unreasonable or unwilling to work collaboratively, that isn't a partnership we want to continue either.

Because successful outsourcing isn't just about skills and capacity.

It's about people.

That's why we've built flexibility into our model. Advice firms aren't tied into lengthy contracts or forced to use hours they've paid for upfront. They simply pay for the time they use.

Before moving forward, we encourage firms and administrators to have a conversation and get to know each other.
✓ Chemistry matters
✓ Communication matters
✓ The right fit matters

And if challenges arise, we don't believe in giving up at the first hurdle.

What do we do instead?
🔹 Clarify expectations
🔹 Improve communication
🔹 Provide additional training where needed
🔹 Offer guidance and mentoring
🔹 Work with both parties to find a solution

Most of the time, that's all that's needed.

We also recognise that no working relationship is perfect from day one. Questions arise, processes evolve, businesses change and people adapt to new ways of working. That's normal.

The important thing is creating an environment where concerns can be raised openly and addressed constructively. In our experience, it's often the small issues, discussed early, that lead to the strongest long-term partnerships.

But if, after all of that, the relationship still isn't right, we won't force it.

If we do decide to part ways, we do so professionally and respectfully. A thorough handover is provided, knowledge is transferred properly, and we work to ensure a smooth transition for everyone involved.

We're not interested in winning contracts at all costs. We'd rather build partnerships that genuinely work for everyone involved.

Our goal has never been to tie people into arrangements they can't get out of. Our goal is to create successful, long-term relationships where both the advice firm and the administrator are valued, supported and happy.

Because when the fit is right, everyone benefits.

Have you ever found yourself locked into a business relationship that you knew wasn't the right fit, simply because the contract made it difficult to walk away?

𝗟𝗢𝗔𝘀: Some good LOA news from Origo 👍

They have launched an LOA consortium with four major providers:
➡️ Aviva
➡️ Legal & General
➡️ Royal London
➡️ Scottish Widows

The aim is for the providers to work together to help establish best practice around LOA processes and support greater digitisation across the industry. Something that has been needed for a long time.

This feels like a really positive step forward for adviser efficiency and consistency.

Origo launches LoA consortium with four major providers Aviva, Legal & General, Royal London and Scottish Widows have joined forces with fintech Origo to transform and remove “pain points” in the letter of authority (LoA) process.

𝟮𝟬𝟮𝟲 𝗚𝗢𝗢𝗚𝗟𝗘 𝗥𝗘𝗩𝗜𝗘𝗪𝗦

We’re always incredibly grateful when clients take the time to leave feedback. Thank you for trusting THE INTUITIVE TEAM with your administration support. 😊

Reviews like these genuinely mean a lot to the team:

⭐ “𝑨𝒃𝒔𝒐𝒍𝒖𝒕𝒆𝒍𝒚 𝒂𝒎𝒂𝒛𝒊𝒏𝒈 𝒂𝒅𝒎𝒊𝒏 𝒔𝒖𝒑𝒑𝒐𝒓𝒕. 𝑪𝒂𝒏𝒏𝒐𝒕 𝒇𝒂𝒖𝒍𝒕 𝒕𝒉𝒆 𝒔𝒆𝒓𝒗𝒊𝒄𝒆 𝑰'𝒗𝒆 𝒓𝒆𝒄𝒆𝒊𝒗𝒆𝒅. 𝑰𝒕 𝒊𝒔 𝒔𝒐 𝒔𝒕𝒓𝒆𝒂𝒎𝒍𝒊𝒏𝒆𝒅 𝒂𝒏𝒅 𝒔𝒍𝒊𝒄𝒌 𝒇𝒓𝒐𝒎 𝒔𝒕𝒂𝒓𝒕 𝒕𝒐 𝒇𝒊𝒏𝒊𝒔𝒉. 𝑻𝒉𝒆 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒐𝒓 𝒕𝒉𝒂𝒕 𝑰 𝒘𝒂𝒔 𝒂𝒔𝒔𝒊𝒈𝒏𝒆𝒅 (𝑻𝒂𝒔𝒔𝒋𝒂) 𝒉𝒂𝒅 𝒉𝒖𝒈𝒆 𝒂𝒕𝒕𝒆𝒏𝒕𝒊𝒐𝒏 𝒕𝒐 𝒅𝒆𝒕𝒂𝒊𝒍, 𝒆𝒏𝒔𝒖𝒓𝒆𝒅 𝒕𝒉𝒂𝒕 𝒆𝒗𝒆𝒓𝒚𝒕𝒉𝒊𝒏𝒈 𝒘𝒂𝒔 𝒅𝒐𝒏𝒆 𝒄𝒐𝒓𝒓𝒆𝒄𝒕𝒍𝒚 𝒂𝒏𝒅 𝒄𝒉𝒆𝒄𝒌𝒆𝒅 𝒊𝒏 𝒊𝒇 𝒔𝒉𝒆 𝒘𝒂𝒔𝒏'𝒕 𝒔𝒖𝒓𝒆 𝒂𝒃𝒐𝒖𝒕 𝒂𝒏𝒚𝒕𝒉𝒊𝒏𝒈. 𝑩𝒚 𝒇𝒂𝒓 𝒕𝒉𝒆 𝒃𝒆𝒔𝒕 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒐𝒓 𝒕𝒉𝒂𝒕 𝑰 𝒉𝒂𝒗𝒆 𝒆𝒗𝒆𝒓 𝒘𝒐𝒓𝒌𝒆𝒅 𝒘𝒊𝒕𝒉, 𝒂𝒏𝒅 𝒕𝒉𝒆 𝒊𝒏𝒗𝒐𝒊𝒄𝒊𝒏𝒈, 𝒕𝒊𝒎𝒆𝒔𝒉𝒆𝒆𝒕𝒔, 𝒆𝒕𝒄. 𝒘𝒆𝒓𝒆 𝒂𝒍𝒍 𝒂𝒖𝒕𝒐𝒎𝒂𝒕𝒆𝒅 𝒂𝒏𝒅 𝒆𝒙𝒕𝒓𝒆𝒎𝒆𝒍𝒚 𝒆𝒂𝒔𝒚 𝒕𝒐 𝒓𝒆𝒗𝒊𝒆𝒘 𝒊𝒇 𝒏𝒆𝒆𝒅𝒆𝒅. 𝑾𝒊𝒕𝒉𝒐𝒖𝒕 𝒂 𝒅𝒐𝒖𝒃𝒕 𝒎𝒚 𝒇𝒂𝒗𝒐𝒖𝒓𝒊𝒕𝒆 𝒂𝒅𝒎𝒊𝒏𝒊𝒔𝒕𝒓𝒂𝒕𝒊𝒗𝒆 𝒔𝒖𝒑𝒑𝒐𝒓𝒕 𝒄𝒐𝒎𝒑𝒂𝒏𝒚, 𝒂𝒏𝒅 𝑰 𝒍𝒐𝒐𝒌 𝒇𝒐𝒓𝒘𝒂𝒓𝒅 𝒕𝒐 𝒃𝒆𝒊𝒏𝒈 𝒂𝒃𝒍𝒆 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒕𝒉𝒆𝒎 𝒂𝒈𝒂𝒊𝒏 𝒊𝒏 𝒕𝒉𝒆 𝒇𝒖𝒕𝒖𝒓𝒆.”

⭐ “𝑬𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒕 𝒔𝒆𝒓𝒗𝒊𝒄𝒆 𝒂𝒏𝒅 𝒇𝒊𝒕 𝒘𝒆𝒍𝒍 𝒊𝒏𝒕𝒐 𝒐𝒖𝒓 𝒈𝒓𝒐𝒘𝒊𝒏𝒈 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔. 𝑬𝒙𝒑𝒆𝒓𝒊𝒆𝒏𝒄𝒆𝒅 𝒂𝒅𝒎𝒊𝒏 𝒇𝒊𝒕 𝒔𝒕𝒓𝒂𝒊𝒈𝒉𝒕 𝒊𝒏𝒕𝒐 𝒐𝒖𝒓 𝒕𝒆𝒂𝒎 𝒂𝒏𝒅 𝒂𝒅𝒐𝒑𝒕𝒆𝒅 𝒐𝒖𝒓 𝒘𝒂𝒚 𝒐𝒇 𝒘𝒐𝒓𝒌𝒊𝒏𝒈.”

⭐“𝑰𝒏𝒕𝒖𝒊𝒕𝒊𝒗𝒆 𝒉𝒂𝒗𝒆 𝒉𝒆𝒍𝒑𝒆𝒅 𝒎𝒆 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒍𝒂𝒔𝒕 𝒕𝒘𝒐 𝒚𝒆𝒂𝒓𝒔, 𝒂𝒏𝒅 𝒉𝒂𝒗𝒆 𝒃𝒆𝒆𝒏 𝒂 𝒓𝒆𝒂𝒍𝒍𝒚 𝒊𝒎𝒑𝒐𝒓𝒕𝒂𝒏𝒕 𝒔𝒖𝒑𝒑𝒐𝒓𝒕 𝒇𝒐𝒓 𝒎𝒚 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔.”

But don’t just take our word for it… 😊

Pop over to GOOGLE & take a look at our reviews for yourself.....

LinkedIn This link will take you to a page that’s not on LinkedIn

Really pleased to see how many firms are making use of the LOA Guide.

We had nearly 4,000 logins during April alone 🤯

The guide was designed to make LOA submissions quicker and simpler by bringing key provider information together in one place, including:

• Provider contact details
• Telephone, email & postal addresses
• Direct links to forms and provider pages
• Plan/policy number format guidance
• Legacy provider information

Thank you so much to everyone using and supporting the guide — we genuinely appreciate it.

If you regularly deal with LOAs and want to save time chasing provider information, feel free to get in touch.