Progress from Royal Liver has launched a website to help adviser firms adopt the principles of TCF.
The site allows advisers to download training material, including a training presentation for their staff. In addition, there’s also a ‘temperature gauge’ tool, which includes a survey giving advisers the opportunity to measure how much they have embedded TCF into their business. The tool also highlights any weaknesses in advisers’ business processes through a gap analysis tool. “IFA firms had to prove to the FSA by the end of March that they had aligned their businesses processes and practices with TCF,” says Andy Milburn, IFA market manager at Royal Liver. “A few days ago the ...
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