Are you aware of which of your clients may be experiencing any form of vulnerability? If so, are they being identified on your client database and are they being handled with the sensitivity and flexibility required?
IFA Consultancy and Training News
On 28th June 2016 an update was applied to E-Services I2. A summary of the changes are below.
The latest edition of Adviser Office affords users of Activity Manager more functionality than ever before. But move away from the manual for just a moment, and you could discover a number of novel ways to use the module.
Are you carrying out due diligence consistently and with your clients’ best interests in mind? You should be, according to the Financial Conduct Authority.
Jacana have become one of the first companies in the world to achieve the internationally recognised standard.
How a function within Adviser Office can help you keep on top of pension freedom changes.
In this fast-paced world, data integration is key – regardless of what database you use.
Do you have a number of group pension schemes on Adviser Office that you don’t look after? Wouldn’t it be great if you could record them all under one generic plan?
Management of single and regular premiums can be handled through Adviser Office. Let us show you how.