The award winning online DB triage platform

Following the FCA’s PS18/20 Policy Statement, how can you efficiently triage your DB review enquiries with no risk of overstepping into advice, keep full records of your clients engagement, improve your risk management and have a better conversation with your PII provider?

 

“I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting - to help inform and re-set the consumer’s flawed mind-set – as a good practice approach”

Rory Percival

Adviser Portal

Your portal educates your clients about key stay in/transfer out facts through video, without the risk of straying into advice. It documents their learning, confirmation of understanding and records and shares any questions they have directly with you.

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    Engaging, informative and accessible video journey for your client

    Enjoyable educational films and animations, covering the critical stay in/transfer out facts, for your clients to watch when it suits them.

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    Award winning

    Money Alive won the prestigious 'Open Innovation Award' at Investment Week Investment Marketing and Innovation Awards 2018.

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    Accredited expert content and intuitive technology

    All content written by leading CII accredited trainer with input from PII broker, FS litigation lawyer and accredited by the Pensions Management Institute (PMI).

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    Portal tracks and reports your client’s progress

    Both you and your client can see, at anytime, where they are in their learning journey. Your client can easily pick-up where they left off if they choose to watch the videos in more than one session.

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    Both stay in and transfer out covered

    Comprehensive, 3rd party content ensures all your clients receive impartial information on staying in and transferring out. Includes guides and case studies.

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    Compliance Gold - records created in real time

    Your client confirms, within the portal, they have watched and understood a video and they can record areas where clarification is needed. Client interactions are recorded, visible to you, and evidenced electronically.

Better Risk Management

The portal has been developed with input from industry experts including financial advice firms, leading CII accredited trainer, specialist PII broker, financial services litigation lawyer, compliance support company and the PMI. By giving your clients access to the portal, which interacts with and records their activity, you are demonstrating a robust process and case management.

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Our Pricing Plans

Pricing plans are based on the number of system users and viewer journeys. Don’t forget to speak to your PII broker about potentially getting better terms by using this product.

  • Individual

    £159 /mo
    £99 Set-up
    • 50 viewer journeys p.a.

    • 2 system users

    • Downloadable records

    Start a 14 day FREE trial
  • Business

    From £295 /mo
    £248+ Set-up
    • 150+ viewer journeys p.a.

    • 4-10 system users

    • Downloadable records

    • Business records

    • Registration forms

    Start a 14 day FREE trial
  • Enterprise

    From £995 /mo
    £745+ Set-up
    • 300+ viewer journey p.a.

    • Multi-team users

    • Group reporting

    • Registration forms

    • Viewer tracking tags

    • Priority support

    Contact us

All fees are subject to VAT.
Please speak to us regarding larger volumes. Bespoke builds are also available for organisations
who require different content, features, branding and applications. Please speak to us.

“If you use The Final Salary Portal not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices”

Jamie Newell, MD O3 Insurance Solutions

Request a demo

If you’d like to find out more about this product fill in your details below and we’ll give you a call to see how the Final Salary Portal can work for you.


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