Connected Issue 71

Connected Issue 71

connected A Tenet Group Publication Issue 71 Spring 2019

SPECIAL FEATURES Navigating the path ahead Can we help you expand your business?

REGULAR FEATURES Plan your calendar with our programme of events for 2019

Researching Specialist Tax Advantaged Investments New five year technology deal with Intelliflo

The Latest Provider Support Offering insight into market conditions and adviser opportunities

We don’t just invest money for our clients – we invest the hours, months and years of hard work it has taken to earn it. It’s not just about investing in one of our funds; it’s about investing in a belief that life is what you make it. Each of us at Invesco shares that belief and that’s what drives us – we are fully focused on delivering what truly matters to our clients – their objectives, their dreams. The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.

Find out more at invesco.co.uk

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This ad is for Professional Clients only and is not for consumer use. Issued by Invesco Asset Management Limited, Perpetual Park, Perpetual Park Drive, Henley-on-Thames, Oxfordshire RG9 1HH, UK. Authorised and regulated by the Financial Conduct Authority.

WELCOME – 3

CONTENTS… what’s in this issue

Editor’s Foreword

4 New five year technology deal with Intelliflo Intelligent Office provides an industry leading adviser experience focussed on financial advisers, with a great front end user and customer

interface and a market-leading breadth of integration with third party systems.

Welcome to the Spring issue of connected Following the recent announcement that Tenet has signed an initial five year contract with Intelliflo for the provision of Intelligent Office for our members, Julia Elliott, our new IT and Change Director, provides an article discussing this new system - specifically designed for the needs of financial advisers and mortgage brokers. Read her full article on page 4 to find out more. Our staple regulatory update from Steve Jones, Adviser Relationship Director provides all the latest regulatory news and there is quite a bit to share with you as we start 2019. His update touches on a number of key areas so do take a look at pages 5 to 7. Supplement enclosed with this issue With this edition we are including our supplement – ‘Protection Insight’. This protection focused publication provides an opportunity for us to help you focus on the protection market, understand customers’ protection needs and offer suitable solutions. We hope you find this a useful addition to our publication range. Also in this issue Can we help you expand your business? Under the spotlight in this issue we focus on the Adviser Recruitment Service and our dedicated Adviser Recruitment Consultant, Austin Burrell. Austin champions helping our advisers expand their businesses, by taking the hassle and cost out of recruiting professional advisers and support staff. So could he be helping you? You can read more on this on page 10. Finally, we include our regular event update including the date for this year’s Adviser Forum, an update on the Tenet Platform and Technical Services and Research write about specialist tax advantaged investments such as Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Business Relief investments (BR) which have long been potential solutions for certain client needs. I hope you find connected an interesting and useful read, and if you want me to include anything else in future issues, don’t hesitate to get in touch – email [email protected]

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5 Navigating the path ahead Steve Jones, Adviser Relationship Director, provides the regular update on regulatory matters taking a look at what 2019 is likely to deliver and more importantly, the opportunities the year ahead could bring. 8 Can we help you expand your business? Take a look at our dedicated

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Adviser Recruitment Service – it’s free and takes the hassle out of recruiting professional advisers and support staff.

10 Researching Specialist Tax Advantaged Investments Don’t let these products be a

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missed business opportunity. This article aims to discuss the suitability research considerations to help advisers approach this area with confidence.

12 Plan your calendar with our programme of events for 2019

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14 The Tenet Platform - providing clarity in uncertain times

Best wishes Sara J Healey Marketing Consultant

PROVIDER SUPPORT 15 – 28 Latest News and Products

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BESTNETWORK

Contacts

Editor Sara Healey

Published quarterly by Tenet Group Limited 5 Lister Hill, Horsforth, Leeds, LS18 5AZ

connected Magazine is for internal purposes only and is not intended as an advertisement. As a result this should not be issued in any form to clients. Not all the products in this feature are the responsibility of the Tenet Group Limited. Terms and Conditions. Although every effort has been made to ensure the accuracy of the information contained in this publication, The Tenet Group cannot accept responsibility for any errors it may contain. The Tenet Group cannot be held responsible for the loss or damage of any material, solicited or unsolicited. No reproduction of any part of this publication, in any form or by any means, without prior written consent from The Tenet Group. The views expressed in this publication do not necessarily reflect those of the advertisers or the publishers.

Tel 0113 239 0011 Fax 0113 239 5322

connected - a Tenet Group publication­

4 – SPECIAL ANNOUNCEMENT

NEW FIVE YEAR TECHNOLOGY DEAL WITH INTELLIFLO

Julia Elliott IT and Change Director

We recently announced that Tenet has signed an initial five year contract with Intelliflo for the provision of Intelligent Office (iO) for our members. As we’ve already shared, our current five year contract with focus:solutions was coming to an end, so we took the opportunity to conduct a strategic review of the leading systems in the market, which included feedback from our network member focus groups. We chose partner with Intelliflo and one of the key considerations is that it is specifically designed for the needs of financial advisers and mortgage brokers, with over 20,000 users and already adopted by over 10% of Tenet members.

all of which could incur additional costs, resources and contract penalties for your firm. Although it may not be effort or cost effective to install your own version of iO for such a short period of time, we will work with you to prepare in other ways for the transition to iO; such as adopting some of the iO friendly documentation like factfinds and suitability reports, or getting your >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21 Page 22 Page 23 Page 24 Page 25 Page 26 Page 27 Page 28

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