Dan’s thoughts on section 20 B letters
Let's be honest... in some organisations, S20B letters are issued as a sticking plaster to cover under-resourcing, uneven workloads or challenges in obtaining information.
Service Charges are a perfect storm of a lack of experienced practitioners, under-investment, a lack of systems, and processes which put a year of work into 2-3 months. And let's not forget, once the S20B letter is sent, the work still needs to be done, and now the queries are arriving for all the accounts you did (and didn't) send.
Creating an even process which removes the peaks, advising on system implementations, training teams and providing interim support are just a few of the many areas we can assist your organisation to achieve service charge excellence.