How is business transacted?
Business is transacted in the normal way. A Key Partner Specialist Adviser will make contact by telephone or e-mail in response to a request and will ensure that the members’ Digital Filing Cabinet is up to date and give advice as appropriate. So if the member requires advice on a pension, they will be contacted by a pension specialist. If the member wants advice on pet insurance they will be contacted by a specialist in that field. This ensures that members are always receiving the best advice whatever their financial requirement.
