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Our services

As a member of Tenet Network Services, you will have access to a range of quality services, from quality compliance support and whole of market research, to business development services - all of which will add value and income to your business.

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Choice & flexibility

At Tenet Network Services, unlike some other networks, we don't force you to adopt a particular business model such as stipulating you need to be restricted or use particular funds through a vertically integrated model. With us, you have choice and flexibility to decide what is best for you and your clients.

Independent or restricted advice

Tenet is leading the way with independent financial advice, and we are committed to continuing to do so for years to come, a point of difference we are proud of. So, if offering unbiased advice is important to you and your clients, through our award-winning network you will have access to a wide range of support, including quality whole of market research and compliance, all of which is designed to help your business thrive.

If, however, you prefer to operate a restricted advice model, giving you and your advisers a time-saving track to run on, we can help you build your own Centralised Investment Proposition, or you can use our 'off-the-shelf' restricted proposition.

Occupational pension transfers and equity release

Some networks have stopped supporting key advice areas such as defined benefit pension transfers and equity release. Tenet is different. We actively support advisers so they can give advice which is suitable for their clients, and have invested in resource to support the increased demand since the launch of pension freedoms.

If, however, you choose not to operate in these areas, you can still ensure your clients get the advice they need, by utilising our referral services.


Quality compliance support

Our wealth of experience in dealing with the Financial Conduct Authority (FCA) enables us to deliver compliance support which is approachable and proactive in an ever-changing regulatory environment. We interpret and condense the FCA requirements and deliver clear compliance guidance, support and practical tools to enable you to run your business effectively and compliantly.

Our compliance support has all areas of your business covered:

  • Comprehensive compliance manual and documentation via our member Extranet
  • Tried and tested compliance processes and Training & Competence scheme
  • Regular file checks with feedback in a language you can understand
  • Advertising support and approval
  • Client complaint handling
  • Regular updates and guidance on emerging regulatory changes
  • Direct contact with compliance staff

Over and above all this support, if you just want to have a chat with one of our experts about a particular area of concern, then you can speak to our Compliance Helpdesk or field teams as and when needed.


Technical & research expertise

At Tenet we offer a fresh approach to financial planning support where we carry out the complex and time-consuming activities, enabling you to focus on building new advice and service propositions to support your client needs and, crucially, client retention. Whether you choose to go down a restricted or independent advice route, our proactive product and fund research service, covering both vanilla and esoteric investments, with an experienced team offering ongoing support, is key to meeting the business challenges faced by advisers.

Our technical and research service includes:

  • Comprehensive panels researched from the whole of the market. These are designed on Tenet's uniquely designed methodologies and cover a wide range of both individual, corporate and trust solutions
  • If you choose to take the restricted route, you can utilise our off-the-shelf solution or we'll help you build a Centralised Investment Proposition (CIP)
  • Easy access to the approved panels via a bespoke version of Defaqto's Engage solution
  • Regular communications to update you on panel changes and guidance on market developments that impact on financial advice

All of this is supported by unreserved access to our Technical Services & Research helpdesk, where our team of experts can support your day-to-day needs.


Market-leading technology

Our technology solution has been designed to help you serve your clients, protect your business and save you time. It's all about helping you run your business efficiently and effectively, providing the following key benefits:

  • Easy access to your clients' information
  • Linked to Tenet's central processes and systems
  • Quality client reports – helping you to justify your fees
  • Automated links with providers and sourcing tools
  • Access to cash flow, financial modelling and management information tools to help grow your business

You will have access to the full range of system features as part of your membership. However, you can use your own CRM system if you wish, as long as advice events are still recorded on our system.

In addition, we have also negotiated discounts with a range of software providers which are designed to save you time and add value to your client service.


Growing your business

At Tenet Network Services, we provide a range of business development solutions which are designed to add value and income to your business.

Marketing

Our marketing support brings you a wide range of compliant marketing and client communication solutions, such as newsletters, brochures, leaflets, posters and adverts, all of which are designed to give you a professional look to your brand and promote your business. Most of the support is available as free of charge to members, but we also work with external suppliers who specialise in providing services to financial advisers for services such as websites and newsletters.

We make it quick and easy to use the marketing support. We add your logo and contact details for you and sort the compliance approval.

Adviser Recruitment Service

If you're looking to grow your business by recruiting advisers, we can help by using our expertise and doing the legwork for you, saving you a significant amount of time and cost. We’ll advise you on the best way to get the people you need, and organise the activities to help find and recruit the right candidates.


Events & training

We will help keep you on the front foot and be aware of the latest market and product developments. Tenet runs an annual programme of CII (Chartered Insurance Institute) accredited events and training, which includes:

  • Protection, Mortgage and Investment events;
  • Webinars;
  • Training courses (including an induction course); as well as
  • Our prestigious annual Adviser Forum

These are all recognised for their content, quality and business value.

Through our events and training you've got everything you need to improve knowledge and skills, together with networking with the Tenet teams and advisers to help develop your business.

You can find out more about our events by visiting our dedicated events website. You can book your place at any of our events by emailing our Events Team events@tenetgroup.co.uk or calling 0113 239 5334.

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Tenet Network Services is a trading style of TenetConnect, TenetConnect Services and TenetLime.