Replacement Arrangements

Where Firms have a requirement to enhance their existing process for all replacement plans (and as much as 80% of all business represents the replacement of an existing plan) then discrete SMART service elements can be provided on a standalone basis.

A good example is the RIY calculator which is available as a secure online service with full training and support. Equally, the Plan Fact Find team can be commissioned to do the data collection on any legacy plans that may need to be addressed.

Please contact us for more information.