A little bit extra

As the UK enters the next phase of lockdown easement, many businesses are now starting to look to the future and whilst most will welcome the changes, many are faced with new challenges.

As the UK enters the next phase of lockdown easement, many businesses are now starting to look to the future and whilst most will welcome the changes, many are faced with new challenges.

As the UKs largest supporter of financial advisers, we want to ensure that all advisers have a little extra support at this time and that’s why we are launching our ‘a little bit extra’ campaign.

We appreciate you have a lot on your plate at the moment and that perhaps looking at an alternative support provider isn’t top of your agenda, so - we’re happy to just be here to support you at this time.

Based on our experiences of supporting several thousand advisers, we have compiled a selection across 5 keys areas of support and guidance that we feel will be most beneficial during this time.

Simply click on the box that you feel would most benefit you, fill in our quick form and we will come back to let you know how we can help you in that area.

Return to the office

Return to the office

Support and guidance to help you navigate returning to the new norm for you and your clients and our mental health app

Technology

Technology

Find out what’s in the market and how it could help your business with complementary guides and demos

Client Engagement

Client Engagement

Support to help you engage clients including sample guides and video conferencing comparison guidance

Regulation

Regulation

Support to help you stay ahead of the latest regulation, including sample guides & health checks

CPD, learning & training

CPD, learning & training

Access to CPD-able events, on-demand sessions and complementary training so that you can extend your service

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