We believe in giving you quality tools to do
your job 
Getting the basics right
Research & technical
The Tenet research team provides you with access to the most up to date analysis and guidance on new product launches, industry developments and detailed commentary on esoteric, specialist investments. Uniquely, we offer valuable opinion, not just facts, in a timely manner, helping you to grow your business. We offer:
Research
- Regularly updated online product recommended lists and comprehensive support in reinforcing your recommendations.
- Research helpdesk offering guidance on selecting products
- Access to heavily discounted research software, such as AEQUOS and Selectapension
Technical
- A dedicated technical helpdesk offering support and guidance to help you offer your clients a comprehensive service for complex financial planning, covering tax & trusts, pensions, and investment solutions.
- Regular technical bulletins, offering financial planning guidance on key topical areas, including updates on legislative changes.
Wrap and platform guidance
- We offer support to help you select which wrap platforms might best meet your business model through our online research and factsheets
Training & development
We understand that your success is also based on having quality people, so we provide the very best training and competence support, including a dedicated field T&C Officer, QCF 4 and revision courses, a free 12-month programme for inexperienced new entrants and a nationwide program of Professional Development Meetings (PDMs), all supported by small workshops focusing on specific subjects.
Compliance services
We take full responsibility for the business you write, leaving you to concentrate on more income generating activities. All done, of course, in a way that respects your professional integrity and individuality.
Our compliance has all areas of your business covered:
- We offer regular on-site compliance audits
- We provide TCF support and guidance
- We give you easy-to-follow compliance documentation
- We provide template suitability letters
- We provide comprehensive remote file checking
- We give you access to our dedicated compliance helpdesk
- We offer capital adequacy shield and competitive PII
- We can help you prepare for RDR
Easy systems & processes
We put all our efforts into making your day-to-day operations as simple and painless as we possibly can for you.
You'll get free access to Office-Net, our integrated system which allows you to process and write business, store information and manage your client relationships. It is easy to use, and has lots of functionality, including powerful workflow capabilities, customer management facilities and flexible reporting, and can be integrated with other applications such as email, document management and fax systems. It also enables you to process quotes, and e-applications, and because it is integrated with Tenet's back-office systems, the commission and compliance processes are seamless. Later in 2010 we'll also be launching new technology that will do all the legwork for you, from electronic fact finds and integrated quoting, to providing automated suitability letters.
We'll be launching some exciting new software soutions later in 2010 - click here for details.
