Gathering data on existing plans is crucial to the advice process, and yet, often providers do not make it easy for us. Anyone who has worked in this area will know it's a minefield, with a myriad of plan varieties, already requiring different types of data. And don't even get us started on charges!

This module helps to demystify this process, bringing our decades' worth of experience to streamline how you approach gathering data on existing plans and provide best practice, hints, and tips, to enable you to get it right every time.

Units

- Data gathering overview (incl. research & LOAs)

- Product types

- Pensions (incl. RIY & SaP)

- Charges

Price includes VAT.