Client processes
New business
New Client Onboarding
From the first telephone call with a prospect through to the business being written.
Ongoing service
Annual Review
Preparing, holding and documenting the client’s annual review.
Existing business
Top-ups & Withdrawals
Handling ad-hoc changes to existing plans between reviews.
Firm & compliance
Compliance
Complaints Handling
Receiving, investigating and responding to complaints within DISP timescales.
Compliance
Vulnerable Clients
Identifying and supporting clients with characteristics of vulnerability.