Money Alice says Tilney has joined a growing list of Financial Planning firms which have “recognised the risk management benefits and process efficiencies the Adviser Portal can offer advice businesses”.
Tilney will be offering all inquirers looking to review their DB pensions impartial video education as part of their process.
The firm has also applied for the recently introduced Pension Advice Taskforce ‘Gold Standard Transfer Process’ and will be using the Adviser Portal to help them meet principle 1 “Helping clients understand when advice is appropriate”.
Money Alive’s Ian Beestin said: “We have been in discussions with Tilney for some time and are delighted the Adviser Portal’s ability to offer client education and comprehensive record keeping of client engagement were recognised throughout Tilney’s rigorous due diligence process.”
Tilney’s head of Financial Planning, Andy Grant, said: “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 news will see Money Alive’s founding director, Ian Beestin, reacquainting with Tilney where he was marketing director and CEO of the firm’s Collective Investment Company.
He said: “It’s great to be working with Tilney again.”