Technology for Triage

Upcoming webinar
2m read
|
Nov 2021
Luke Kennelly
Head of Marketing

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


See also