Welcome & Introduction to your Training session.
GoToTraining Housekeeping
You should have read the Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, 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 from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

Set Agenda will cover: -

CLIENT AREA: -
- Edit Client Details/Amend Client Details
- Add Relationships
- Add and Remove Partners from Fact Find
-Remove Relationships
- Client Share
-Client End Share

PLAN AREA: -
- Change Selling Adviser
- Delete a Plan
- Change Plan Type
- Change Provider
- How to add a Top Up Plan
- Editing contributions
- *How to record the transfer of money correctly in IO, to avoid double counting pulling through to Valuation Reports

DOCUMENT AREA: -
- Add or remove documents to a Binder
- Uploading documents
- Naming Protocols
- Finding your documents
- Adding to Binders
- Good practices, hints and tips along the way
- Where to find supporting information to assist
- Questions and Answers 
- Feedback and Claiming your structured CPD
- Thank you for attending & Close
*Covered in more detail in Valuations Session
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Updated 26.2.21