This comes after it agreed a deal with regtech provider Money Alive to use its adviser portal for Tilney’s DB pension review process.
It has also applied for the Personal Finance Society’s recently introduced Pension Advice Taskforce ‘Gold Standard Transfer Process’ and will be using the adviser portal to help them meet principle one – ‘helping clients understand when advice is appropriate’.
Tilney’s head of financial planning, Andy Grant, added: “The adviser portal will help us manage enquiries as part of our DB triage process but more importantly, will ensure all DB enquirers will benefit from a thorough, impartial, accredited, video education as part of our process.
“We think the gold standard is an excellent initiative from the Pensions Advice Taskforce and are completely behind its objectives of making sure clients seeking advice in this area are able to access high quality professional advice.”
The firm joins a growing list of financial planning firms that use the portal, including Openwork, Succession and Mazars.
Using the portal, advisers have delivered and received individual client engagement data on over 35,000 educational videos.