Now Closed - Advisers-intelliflo users-help to process your new plans & complete io related compliance rules

Description

Welcome & Introduction to your Training session.
GoToTraining Housekeeping
High level objective - Helping you to move your plans through the transitions as smoothly and quickly as possible to get your Plan “In Force”

If you missed the objectives and expected outcomes for all our Public IO Online Bitesize ™ Training, they can be found here - copy and paste the url below into a new browser tab to view:-

https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Please look out for your Certificate of attendance which goes out automatically after your GoToTraining attendance, as all sessions qualify for Structured CPD
Agenda to Include: -
- High Level refresh of the "Advice types" (Life Cycles) - when adding a New Business Plan
- Examples of transitions
- Key data & where to place the information required to satisfy the rules
- Where to find my plans which have gone to "compliance" for checking
- How to continue completing additional requirements set to continue moving plan through the process to "in force"
-Automated tasks and how to complete them
- Adding notes to the task - why and benefits
- Good practices, hints and tips along the way
- Q& A from the attendees
- Thank you for attending
-Feedback and Claiming your Structured CPD
- Close
Updated 23.3.21
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Date and Time
No. Start Date End Date
1 Thu, Mar 25, 2021 4:00 PM GMT Thu, Mar 25, 2021 5:00 PM GMT

Price: £35.00Training Ended