interactive investor Avis 399

I needed some clarification with ISAs, and Amelia was so helpful. She spent the time to explain in simple terms the options I had available to me.
I had a lot of questions, about stocks and shares ISA and transfer in. All were answered in a very clear and precise way.
I left the conversation with the confidence of investing with ii.co.uk that's for sure.
Thank you Amelia for your time and patients.

Shay

Once I was past all the tedious messages and menus, I got great help from Lois about my pension transfer. Answered all my questions clearly and confidently.

Jennifer B understood the problem and sorted it out quickly

Friendly and professional help from Dominic. Thanks.

Immediate and very helpful and patient response from Sammy Chan. I wanted to know how to access my dividend history on a particular investment.

Rang interactive this morning regarding two queries with my account. I was dealt quickly and promptly. My thanks go to Andrew/ Bambi for guiding me to a successful conclusion. Clive.

Ii has an easy to navigate website with many useful features. When I have contacted them by telephone I have had minimal waiting time to speak with a staff member. My recent conversation was with Fahana (spelling?) who was helpful and friendly as well as efficient and knowledgeable. Another staff member was equally helpful in connection with recommending friends and family to open an account.

Farhana was immensely helpful in guiding me through the various steps I needed to do. I could not have done it without her.

Gursh was so helpful. She explained everything clearly and concisely
Thank you

Helpful, pleasant and most importantly, proficient help-desk staff dealing with an awkward 2-step verification issue. Here's a shout out for Jonah Thompson and Marta (Martha?).

I was aware of this company some time ago but didn’t understand it. My ex-husband had bought shares for both of us some years ago. So when I came across the Company’s phone number today I spoke to a guy called ‘Bambi’. He was so polite and understood my dilemma and with good manners great patience helped me get re-registered with my new details. Thank you so much, Bambi!

spoke to farhana, she was very helpful, patient, precise and clear about the next steps in my online account retrieval.

Spoke to Anne regarding online account, she was very friendly and helpful. With her help I am now able to access my account on line. Was a very friendly professional call.

Dfs new malden.not only have they let me down by having to wait over 6 months for a remote control for recliner chair which never arrived they now reimbursed my money without my consent.
They are the worst company for after sales service.

Just had chat with Amy at ii about some questions on trading. I received exemplary customer service. Amy is a credit to your company.

Jennifer B is GREAT!
So much help in placing trades swiftly and a credit to II
Thank you,
Dean

I was dealing with Jodie today regarding my account, she sorted out my account problems with a substantial financial benefit to myself, thanks very much.

Since I have been working under IR35 I have had many issues aligning my pension payments from my Umbrella company to ii with the paperwork that is required. Seems an over complicated process between an Umbrella company deducting payments each week and paperwork I have to submit each week and ii process all of this information. Regually you have sent money back to my umbrella company before you have even looked at the paperwork.
Spoke to Jennifer B at ii today who could not have been more helpfull which included the paperwork required and filling it out, how to complete for carry forward for previous years, and look at an investment that is temporarily suspended. Many issues resolved in one phone call and have to thank Jennifer for excellent customer service, where each of my concerns were addressed in full.

However, I ultimately believe the process in place is overly burdomsome for those on IR35 contracts and paid weekly, but that is not the fault of II's customer service team where I recieved quality advice. As a side note I can also say that II's Sipp is very easy to trade and manage your investments, with a large range of instruments to select from.

I was reasonably happy with ii overall, and would have rated this company 10 out of 10 when i was self employed where i could make 3 of 4 lump sum payments a year and only need to complete 3 of 4 sets of paperwork each year. Now each week is a new form has to be sent that requires printing off, filling out, scanning and sending back via email. Pensions should be easy to add money to, but that is just not the case for those working under an Umbrella company. Imagine you had to fill out a form each time you went shopping, bought something online, made a car payment, you would soon become unhinged. 52 to sets of paperwork so i can manage my own pension, where the process regually breaks down.

So now my rating is 6 out of 10 under my new government enforced IR35 working arrangement.

Please Interactive Investor look into this, at least make it a web page that can be digitally signed each week, the current method is in the dark ages in terms of technolgy. You do everthing else so well, why not one verification where i confirm that my umbrella is sending salary sacrificed money directly to you.

Interactive Investor, if you were to address my concerns, you would gain thousands of new customers working under IR35 contracts especially in the rail industry. Direct debits will not work as employeees working under IR 35 do not get paid when thay are sick or on holiday, so no umbrella company will authorise a direct debit that may not be covered. So we are stuck with this archaic system that has led to high degrees of frustration, 10's of hours on calls between my Umbrella company and ii acting as an intermeditery so i can save for retirement just seems wrong. I personally know dozens of people who have been frustrated by this from several SIPP providers, and now just use ISA's for pension planning.

So this review is 5 starts for Jennifer B and the excellent customer service team. 3 stars for Interative investor that would be 5 stars if it were not for this stupid system of getting money into my pension in a tax efficient manor when i am an IR35 employee paid weekly. For a company with such an excellent platform, resolving this should be a breeze.

Best Regards

Richard

Spoke to Jennifer B at Interactive Investor regarding registering for refer a friend £200 bonus, as I had failed to follow the correct procedure. Very helpful and led me through procedure for retropective registration in a calm and helpful manner. Ted Bennett.

Having seen a significant icrease in the share price I decided to sell my holding.
The online system failed to register my transaction on two occasions so I called the dealing desk and spoke to a lady named Jodie who was extremely helpful and guided me to have one more attempt which ,thankfully worked. Well done Jodie! Have a great weekend.

John ( Marsden )