Standard Life will launch an "active timeline" to aid advisers in the run up to A-Day in April next year.
The life firm will launch the service on Thursday next week and will provide advisers with monthly electronic bulletins to outline important actions for different client segments. These monthly bulletins will also highlight sales opportunities which could potentially increase revenue with the latest initiative running in conjunction with the firms recently-published A-Day pack. Additional features of the new tool include: Concise editions with links to online technical briefings and support services; A framework for A-Day actions to put clients in the best position before A-Day, an...
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