This gives us fantastic insight into our culture and enables employees to play a key part in shaping the business. As a result, we have exceptional employee engagement far above the industry benchmark. They instil confidence to my business in a financial world which is fraught with lenders, regulation and advising consistency. Their compliance support is helpful and not over-powering. I can always pick up the phone and speak with them, they will help me with whatever I need to know.
The compliance team are also very approachable if you have any potential concerns, dealing with things efficiently and quickly. Tenet is robust and moving with the times.
At Bartlett we have found that by bringing in professional compliance consultants who give an impartial view and recommendations, the senior team respond faster and act more proactively in sorting out any compliance issues. Those already with Tenet that are thinking of making this transition, look no further.
Tenet will provide all the support that you will need! I always feel confident that they are up to speed on current regulation which is communicated in a regular, easy to read bulletins. From quarterly compliance audits to using the individual and corporate paraplanning services, Tenet offers the modern day IFA the job lot.
A priceless all round service we would be lost without. Find the right role for you on our new recruitment website. You can find some of the latest positions we have available our adviser jobs page. Jenny McGivern Propositions Manager and Matt Usher Change Delivery Manager from Aviva, give their take on transforming customer communication on protection policies from dull and uninspiring annual statements into timely, flexible communications based on customer actual life events.
We work in partnership with providers, lenders and fund managers to produce a range of magazines throughout the year. These are sent in printed and e-book formats to our advisers, keeping them abreast of news at Tenet and latest developments in our ever-changing market. Take a look at the magazines by clicking on the links below At Tenet we provide an extensive range of events, which are designed to help financial advisers keep abreast of the latest market developments and receive all the CPD needed to achieve the annual Statement of Professional Standing.
In April of this year we introduced our online events programme online, enabling us to continue supporting adviser development through these online events offering the same CPD that you would expect to receive at our live events.
For more information, please visit our dedicated events website. To book your place, email the Events Team events tenet. These events focus on the protection market. They offer a variety of important information from a wide range of protection providers, Tenet Senior Management and Tenet Adviser Training. They also provide an opportunity for advisers to network and meet key staff from Tenet and our strategic protection partners. These events focus on investments and pensions.
The events are designed to meet advisers' development needs and provide a valuable insight into the current markets. They also provide an opportunity for advisers to network and meet key staff from Tenet and our strategic provider partners.
These events focus on mortgages and lending. Tenet host webinars on the morning of the last Friday of every month with a single Provider, Fund Manager or Lender which you can view from the comfort of your home or office. A good network should therefore be financially well-established and stable. You should for instance expect to be licensed as an Insurance Intermediary and if appropriate, as an Investment Adviser.
Having compliant processes to follow will lighten the load for many. Be clear about what your practice will receive and the expectations that sit with you and your team. Culture The culture of your business and the network must be closely aligned.
A collegiate relationship where the network welcomes input from its members and vice versa is valuable. And this would still allow customers to have greater choice, since firms can retain their name and staff, instead of being fully incorporated into a larger brand. Tags: Network. Your email address will not be published. You may use these HTML tags and attributes:. Skip to content. Access full content on the International Adviser site, access your saved articles, control email preferences and amend your account details Username Password Remember Me Lost your password?
Forgotten Password Cancel.
0コメント