Your portal educates your clients about key stay in/transfer out facts through video. It documents their learning, confirmation of understanding and records and shares any questions they have directly with you.
Impartial educational films and animations, including the critical stay in/transfer out facts, for your clients to watch when it suits them.
Videos and badges are unlocked as your client progresses through the portal. This gently encourages them to stay in the portal, supports their learning and increases their engagement.
All content written by leading CII accredited trainer with input from PII broker, FS litigation lawyer and accredited by the Pensions Management Institute (PMI).
Both you and your client can see, at anytime, where they are in their learning journey. Your client can access the portal on all devices and can easily pick-up where they left off.
Comprehensive, 3rd party content ensures all your clients receive impartial information on staying in and transferring out. Includes guides and case studies.
Your client confirms, within the portal, they have watched and understood a video and they can record areas where clarification is needed. Client interactions are recorded, visible to you, and evidenced electronically.
The portal has been developed with input from industry experts including financial advice firms, leading CII accredited trainer, specialist PII broker, financial services litigation lawyer, compliance support company and the PMI. By giving your clients access to the portal, which interacts with and records their activity, you are demonstrating a robust process and case management.Get it now
Pricing plans are based on the number of adviser licences required and the estimated annual number of cases that will be processed through your portal. Don’t forget to speak to your PII broker about potentially getting better terms by using this product.
up to 50 cases
Up to 3 advisers
up to 150 cases
Up to 6 advisers
up to 300 cases
All fees are subject to VAT.
Please speak to us regarding larger volumes. Bespoke builds are also available for organisations
who require different content, features, branding and applications. Please speak to us.
“If you use The Final Salary Portal not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices”Jamie Newell, MD O3 Insurance Solutions
If you’d like to find out more about this product fill in your details below and we’ll give you a call to see how the Final Salary Portal can work for you.