We’ve put together a series of 6 short videos that aim to help our advisers with new cases and to improve turnaround times with PSG SIPP. In these six presentations we cover a range of topics. From things like ensuring your client’s contact details are up to date, to the way in which we need to collect identification for AML checks.
We hope you will find the videos below useful. If you have any queries or perhaps even suggestions for future videos, please contact our Business Development Manager, Rebecca Fleming on +353 87 3839204.