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Part 1 - Referrals toolkit

File size: 886kb | Type: PDF | Resources

Toolkit providing resources on referrals

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Part 2 Key Facts Illustration

File size: 715kb | Type: PDF | Resources

Key Facts Illustration doc - example doc by Pure Retirement

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Part 3 Suitability Report

File size: 259kb | Type: PDF | Resources

Suitability Report by Age Partnership - example of sections of a suitability report, and not a report in its entirety

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Part 5 General Objection Handling

File size: 821kb | Type: PDF | Resources

General Objection Handling - example doc by Pure Retirement

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Part 6 Customer Journey

File size: 100kb | Type: PDF | Resources

Customer Journey by Pure Retirement - example doc by Pure Retirement including following processes:
Application to Offer
Offer to Completion

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Part 8 Porting Process

File size: 793kb | Type: PDF | Resources

Porting Process - example document by Pure Retirement

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Part 9 - 3rd Party Client Declaration Form

File size: 33kb | Type: PDF | Resources

3rd Party Client Declaration Form - example doc by Viva Retirement Solutions

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ER Council - AGM 28 April 2016 - NWaterson & CPond

File size: 1616kb | Type: PDF | Council meetings

ER Council - AGM 28 April 2016 - The Council's & Standards Board updates

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ER Council - AGM - 28th Apr 2016 - KWhittle, Head of Qualification CII

File size: 155kb | Type: PDF | Council meetings

Kevin Whittle, CII's Head of Qualification: Recent developments in the qualifications framework

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ER Council - AGM - 28th Apr 2016 - LWoodall, Director of Life Insurance & Financial Advice FCA

File size: 293kb | Type: PDF | Council meetings

ER Council - AGM - 28th Apr 2016 - Linda Woodall, FCA Director of Life Insurance and Financial Advice: Update on the forthcoming Ageing Population work-stream

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