Fin plan: major upgrade of our capability

We are undertaking a major project to ugrade our capability of using fin plan. This will include a range of easy wins training and revision sessions, setting you all up with your own personal reporting suite, revisiting the features that we are using and more.

It would appear that we can use many features to prevent some of the recent problems that we have seen, improve efficiency and put us in greater control across a range of functions including compliance, sales, finance, management information, servicing ….

Gaz is running the programme, with Ryan being the Fin Plan Wizard and a number of people assisting with the implementation.

Please feel free to add any ideas and thoughts on here.

About the Author

By Nigel Reeves: My mission is to provide the quality, honest & jargon-free pension advice that people need to secure the retirement they deserve. At home, I'm a family man and an active supporter of grassroots sports!

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