Join Nigel Bergin, Money Alive, as he delves into triage best practice and offers some practical suggestions on how to improve your Defined Benefit transfers triage process.
What you'll learn:
- Top tips for triage - what good looks like in the eyes of the regulator
- Setting your firm apart - aiming for the PFS Gold Standard
- Save time - using Money Alive in your triage process
- Engage clients - with interactive video rather than endless reading material
- Mitigate risk - with easy reporting on all client education, including those that do not proceed to the full advice stage