Document for members only. Members, to view these please log in.

Document search

ER Council - 22nd AGM - 28th April 2016 - Minutes final

File size: 581kb | Type: PDF | Council meetings

ER Council - 22nd AGM - 28th April 2016 - Minutes final

Login to download this document

Suitability Report - Age Partnership (example of sections)

File size: 259kb | Type: PDF | Resources

Please note that this is an example of sections of a suitability report, and not a report in its entirety

Login to download this document

Part 11 Marketing Support

File size: 848kb | Type: PDF | Resources

Marketing Support resources by Pure Retirement

Login to download this document

Part 12 Customer Referrals

File size: 835kb | Type: PDF | Resources

Customer Referral resources by Pure Retirement

Login to download this document

Part 1 Initial Fact Find

File size: 276kb | Type: PDF | Resources

Initial Fact Find - example document by Age Partnership

Login to download this document

Part 1 - Referrals toolkit

File size: 886kb | Type: PDF | Resources

Toolkit providing resources on referrals

Login to download this document

Part 2 Key Facts Illustration

File size: 715kb | Type: PDF | Resources

Key Facts Illustration doc - example doc by Pure Retirement

Login to download this document

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

Login to download this document

Part 5 General Objection Handling

File size: 821kb | Type: PDF | Resources

General Objection Handling - example doc by Pure Retirement

Login to download this document

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

Login to download this document
  1. 1
  2. ...
  3. 4
  4. 5
  5. 6
  6. 7
  7. 8
  8. 9
  9. 10
  10. 11
  11. 12
  12. 13
  13. ...
  14. 16