IFA network giant Sesame is to build a range of business templates for its member firms to help them meet the post-2012 regulatory requirements.
The templates will outline mandatory and optional elements advisers should include in clients' portfolios and in their ongoing service agreements.
For example, a mandatory requirement would be to provide a regular portfolio review to clients whose portfolios do not automatically rebalance.
Sesame Bankhall business development director Keith Gilmour (pictured) says the templates would provide an element of peace of mind to firms advising on platforms and investments.
He adds the group's directly-authorised Bankhall members would also be free to use the tools.
Meanwhile, Gilmour says the company will promote both independent and restricted advice across its network and support services propositions after 2012.
Last year, the business announced it plans to offer a restricted advice service for at-retirement customers with small pension pots.
It will cater for consumers with retirement funds of £30,000 or less, for whom the cost of using an IFA "may outweigh the benefits of the advice".
Gilmour said: "We want to continue to operate right across the market, both in terms of advising on products and in terms of our proposition."
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