"Today´s high quality, high performance Financial Advisers need to focus more than ever on two features of their business, marketing and client care. Automation is essential for Advisers seeking to optimize their performance in these key areas. Whilst packaged solutions can have a positive impact, really dramatic improvements in performance are much more likely if the solutions are tailored to the individual needs of the practice in question. Most Advisers have distinctive ways of working and the software that supports them needs to reflect this."

"Software consultants need to have an excellent understanding of the work of the Adviser in question and must be capable of delivering a truly bespoke solution. I know of no IT consultancy that is more capable in this respect than sawyersolutions™. sawyersolutions™ have a very impressive and successful track record. Some of the most productive IFA's in the UK have long worked with sawyersolutions™ and I know they are very complimentary about the role the company has played in their success. Foster Denovo is totally supportive of sawyersolutions™. We encourage our Partners to use them and look forward to working with them for many years to come."

"Lemonade have expanded from delivering £1m to £3m per annum with just 3 dedicated support staff in the group market. To achieve this we could have employed more staff, instead we have tapped into sawyersolutions™ technology. This has not only increased our capacity but has also made a huge difference to the quality of the service we can promise our clients (not to mention reducing the stress on our team!)."

"As requirements changed sawyersolutions™ have been very proactive in meeting the changing needs in the way only a purpose built, supported solution can."

"We worked very closely with sawyersolutions™ to ensure that the database system delivers the exact needs of a team working in the group market. This means that someone without a suitable infrastructure or who is new to the group market can immediately tap into many years of experience rather than discover for themselves all of the complexities that lie ahead."

"Having used the sawyersolutions™ Group Benefit and Submitted Business databases for over a year now I can confirm that the solutions they have created for my team have operated robustly and without downtime. The main group benefit´s database has considerably helped us to automate our administration processes, saving time and effort compared to how we used to operate. The other great advantage of working with sawyersolutions™ is that they are able to react swiftly to any requests for modifications to the database systems which allow us to deliver a quality service to our clients when required."

"I have always been cynical about databases and any system in general because I felt they lack flexibility. However having seen and used the new sawyersolutions™ Group Benefits database system I am a convert! I am so impressed with your work and I know Paula, Louise and Steve all feel the same. With the system I think I know the process backwards, yet don´t feel I could have undertaken the task of designing a database system to cope with it all! In my opinion that system alone is a huge achievement, let alone how it interacts with everything else. I am very happy to talk to any potential users if you like."

"Here are some further thoughts:

• I have never learned to use a completely new database system as quickly as this before
• The database system is intuitive and very easy to use
• I estimate the database system saves us around 2 hours on each case
• There is far less ‘thought´ involved in producing letters meaning they can be delegated and lots can be produced in one go
• I have been very impressed with the depth of the database system sawyersolutions™ have thought of everything
• Submissions are considerably speeded up and there is little repetition
• There is now a definitive place to store and look up data"

"Having worked with sawyersolutions™ for the last 6 months, we have seen their sawyersolutions™ Group Benefits database system develop and adapt to accommodate our need for a solution to cope with flex benefits. We use the Aegon Benefit Solutions system and sawyersolutions™ have worked incredibly hard to ensure that our needs have been met so we can provide a streamlined end to end back office solution that fully supports our flexible benefits offering."

"Following the implementation of the sawyersolutions™ Group Benefits database, sawyersolutions™ have shown that they have the capability to structure an effective client database system which not only fits in with the Group Pensions world, but are willing to tailor this to suit both our needs and that of our clients."

"I must admit I was initially very hesitant about the implementation of the new sawyersolutions™ Group Benefits database as I felt it would not improve our system or initialise any time. However I will freely admit that I was completely and utterly wrong. The database has meant that we are able to, first and foremost work as a team. All individuals are able to access the same information and ensure that it is updated efficiently. This has resulted in improved communication to employees and employers alike, in a time efficient manner."

"sawyersolutions™ have shown themselves to be proactive in many areas and I have never had to ask twice for an issue to be resolved. If an aspect of the database did not suit our needs, the team have gone out of their way to find a solution. sawyersolutions™ have always provided an invaluable service and are always on hand to answer any questions."

"Since the implementation of the sawyersolutions™ Group Benefits and Submitted Business database systems, I have been pleasantly surprised with the system capabilities and valuable time saving attributes. Having worked mainly with the sawyersolutions™ Submitted Business database system, this provides me with a comprehensive tool to administer commissions from submitted through to issued. With all the information and reporting tools at your fingertips it enables our team to access essential information within numerous search criteria. This simply was unavailable before and when previously required was often extremely time consuming."

"With both the sawyersolutions™Group Benefits and Submitted Business database systems working in tandem (linked), the sawyersolutions™ package is extremely efficient, effective, user friendly and above all provides the adviser/team with a comprehensive database of clients and products."

"The sawyersolutions™ team have provided an excellent support network and their enthusiasm towards the development and success of the database system, I am confident it will be an integral part of our business in the future."

"I would therefore strongly endorse sawyersolutions™ database systems to any other advisers."

"Since the implementation of sawyersolutions™ Group Benefits I can say that the workload and tasks undertaken by the team have been streamlined and productivity increased, due mainly in part to all records and reports being centralised and within easy reach of all team members at any given time, with continuing upgrades and updates being installed and superseded at source. This in turn only reinforces the strength of information provided and produced by all team members singing from the same song sheet."

"The database systems have greatly reduced the elements that can cause margins of error, by simply having a set system from start to finish, enabling all members of the team being able to pick up the baton and continue with 100% confidence in the database system. sawyersolutions™ fully comes into its own when producing documents on mass, New joiner packs for 1-1000+ employee scheme´s for example can be produced at the touch of the button, the same is true at the opposite end of the spectrum with Submission and Suitability Letter creation. I would strongly recommend sawyersolutions™ only if you are serious and want to show true professionalism in regards to your business and have the desire to maximise your time efficiently and portray yourself to your existing and potential clients in a professional manner ."

"sawyersolutions™ Group Benefits has proved to be a valuable asset to the team, enabling us to manage and record all aspects of pension process from inception to implementation."

"A wealth of valuable data is accessible by all members of the team at any one time; all of which can be measured and managed efficiently. In turn we are able to translate the time savings to our clients by providing a thoroughly professional service and continuity of care."

"I have found sawyersolutions™ Solutions to be easy to navigate and understand providing detailed overviews of past, present and future activities. It is simple to produce specifically tailored documentation, providing detailed reporting and analysis."

"sawyersolutions™ are on hand at all times, to provide guidance and support. The open dialogue between us, enables us to communicate our own ideas and highlight key areas for improvement all of which have been implemented, tailoring sawyersolutions™ database systems to our own specific needs."

"sawyersolutions™ enable ‘Team Glover´ to keep the client and his needs at the heart of the business. "

"Clearly my team have found using sawyersolutions™ Solutions to be invaluable in our quest to build and manage a business. We constantly strive to improve our process and having the ability to manage data, produce documents and monitor performance in one database system will help us get to the next level."

"sawyersolutions™ really understand our needs and the need for improvement and change so having the ability to work with them to improve and build on an already solid platform means that we can concentrate on the important aspects of our business and grow whilst managing the back office successfully."

"I have found the management information that the database system provides to be a great help when assessing the work of individual IFA´s and being able to produce accurate management information to present to clients at a touch of a button means we can prove we do what we say we can do."

"I would strongly recommend sawyersolutions™ to any Employee Benefits practice."

"Lemonade have now used the sawyersolutions™ Group Benefits database for implementing new schemes and for managing both new joiners and current members of our existing schemes. We have found that the database system has greatly reduced processing time from producing the initial Fact Find´s for clients all the way through to creating Reason Why letters and submitting the business to Lemonade and the providers. This has in turn increased the capacity for dealing with new business within the team."

"Having all Group scheme information within one database enables us to keep accurate information for our schemes and by using some of the additional reports available from the database system, make running a scheme on a monthly basis and processing new joiners with product providers much more efficient."

"In addition to the improvements the database has allowed us to make to our processes, we have found the support from sawyersolutions™ is exceptional as they are always helpful and willing to try and look at any problems from our angle and accommodate our requests where reasonably possible."

"The solutions sawyersolutions™ have put together for me have not only enabled me to work extremely effectively, but also more profitably. Over the last few years we have worked together tweaking the database systems to adapt with my business, and at every stage they have been able to help me from both sides of the fence. As an IFA, sawyersolutions™ have a good understanding of what is needed, and from a back office side has worked closely with my assistant to adapt and modify things for me. This creates the time I need to focus on the areas I am good at. As a whole the sawyersolutions™ Solutions give me greater control over my business and their innovative solutions give me back the key information I need to deliver a quality service to my clients."

"Having the new sawyersolutions™ Group Benefits database system has meant we are able to access our information much easier since it is all in one place and it definitely saves a lot of time as you can flick from the employers to the employees very easily."

"Importing the information into the database is so easy and saves so much time. Even if you have to type the information for the employees in yourself it is simpler to have the employer details there already without having to go to another database to first look up the details."

"With the new database we have more time to concentrate on other projects and the chance of errors happening is greatly reduced as the information is not being manually input many times over. It also makes it much more efficient to manage our client´s transactions as they are all together in the same database."

"I have worked with Tim since 1998 and he has supported my business with the use of the sawyersolutions™ databases that they have developed. As an IFA, he has been able to help develop these databases with a working knowledge of what is important to IFA´s and they are continually improving and adapting."

"The sawyersolutions™ Mortgage database is extremely quick and efficient to use and is above all simple to manage the data. It allows you to track cases easily and allows you to produce a detailed 'suitability letter'."

"The sawyersolutions™ Submitted Business database provides another simple and effective solution for submitting, tracking and providing management information on submitted, pending and opened business."

"The ease of administration and time saved are immeasurable and sawyersolutions™ are only a phone-call or e-mail away if I have any queries."

"I have to say having come from Dunbar where we did not have a mortgage management system of any kind, I have found the sawyersolutions™ Mortgage database system invaluable. When I was at Dunbar my adviser´s were all for keeping the mortgage tracking process simple. I have carried that through to Millfield and Foster Denovo and think that is why we are able to juggle so many mortgages at once. To be able to go into an individual record and sit and talk to the lender, client, solicitor about a client without rummaging through a file is great."

"I think I probably use the database system more comprehensively than most, in as much I put all the clients notes on each individual record and that really helps when I am arguing with a lender about what has or hasn´t been received/said etc. It is always satisfying when they say ‘I haven´t got that note on the system´ and I have and can quote almost verbatim what has been said and by who."

"Having the RWL generated by the database system saves a huge amount of time and of course the business submission form together with the broker/client fee form."

"I like the fact it is not web based (although internet access has been pretty good here) as I think that could be a potential problem if our server went down."

"James always prides himself that once he has sold the product and put the case online he doesn´t get involved in the processing again and quite frankly that is how it should be."

"I have been extremely happy with the sawyersolutions™ Clients database system since I took it on in August when changing from Millfield to Foster Denovo. The system is easy to use, produces excellent reports(which my clients like) and provides a full history of my file notes, etc for audit trail purposes. The analysis tools are first rate including grading of clients, birthday lists and funds under management/provider."

"I would highly recommend this product to any IFA".

"Having worked with sawyersolutions™ for a number of years now they have provided a robust database system for managing our client information that my staff have found invaluable. The document production capabilities save the team a huge amount of time and effort. It has both improved and simplified the administrative processes which in turn allows my team and I to focus on more important issues and growing the business."

"We have significantly reduced our administration costs, can make far more use of management information for sales opportunities, client management, and measuring our effectiveness to name but a few. The sawyersolutions™ Group Benefits database systems have now developed to the extent that we can operate from our clients' offices throughout the UK."

"I've worked with sawyersolutions™ for a number of years and have relied on them for their IT expertise. Their willingness to help and make themselves available has been extremely helpful. More recently I have worked in the field with a database system they has devised, which has helped us greatly in promoting our line of business to our clients. This has resulted in a large increase in new business figures."

"I would whole heartedly recommend sawyersolutions™. They are always willing to listen and look to develop the service provided. Their attitude is always positive and the technology has been very well received with our clients."

"Since I have been using the sawyersolutions™ Retirement Planner software the feedback from the employees I have seen has been very positive. In almost all cases the software has increased the initial employee contribution above what they would normally do because they can now see and appreciate that just matching the employer´s contribution is not going to be sufficient and most employees now view their retirement goals in a more realistic fashion."

"I am confident your software will make a massive difference to all that use it, especially in terms of their efficiency and profitability."

"The sawyersolutions™ software I employ gives me more control over my business, my clients and my income than I have ever had before!"

"I found the service sawyersolutions™ gave us was very professional and friendly. We are very pleased with the end result. Thanks again."