Connected 72 - Summer 2019


Editor’s Foreword

CONTENTS… what’s in this issue

4 Current themes continue to be a focus for the regulator… Steve Jones, Adviser Relationship Director, takes a look at the latest regulatory landscape.

Welcome to the Summer issue of connected In this issue we provide you with our regular industry overview which highlights that a number of themes already in focus, still remain so. The update also touches on the implementation of Intelligent Office (iO), which is a key project for Tenet. This issue also includes a detailed article on iO, so please take a look at page 10 which highlights how iO will benefit your business. Also in this edition Meet the Compliance Helpdesk Team – our front line support for advisers and firms. They are only a phone call away and are a dedicated resource to help you remain compliant whilst implementing regulatory change, building your website content or advertising your services… plus much more! Take a look at page 6 and 7. Supplement enclosed with this issue With this edition we are including our supplement – ‘Fund Spotlight’. This is the second issue of the publication, created to provide a dedicated platform for Fund Managers to showcase their products and services to ensure you are up to date with all the latest news and information in the fund management sector.


6 Meet the Compliance Helpdesk Team

Meet the team and find out what this front-line support network can do for you.

8 Events coming up this Summer…

Don’t miss out – take a look at what is coming your way and make sure you get that all important CPD. 10 10 ways Intelligent Office will benefit your business An update on Intelligent Office and introducing Julia Elliott, IT & Change Director.


Finally - A note of appreciation from Richard Brook, Head of Insight & Proposition “I would like to personally say a huge thank you to all the advisers who recently participated with our research interviews and surveys over the last few months.

12 New for Mortgage and Protection business


– a structured development programme to help achieve CAS status.

We do appreciate this has taken time out from your busy schedules and it has provided us with some invaluable first-hand feedback about your experiences with us and the services we provide. The next steps involve analysing all the data we have collected and we look forward to sharing the outcomes with you in due course. Until then if you have any further feedback please don’t hesitate to get in touch.”

13 The Tenet Platform

– providing clarity in uncertain times


PROVIDER SUPPORT 15 – 28 Latest News and Products

Email: Call: 0113 239 5150

I hope you find connected an informative and useful magazine. If you want me to include anything else in future issues, don’t hesitate to get in touch – you can email me: Best wishes Sara J Healey Marketing Consultant


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Editor Sara Healey

Published quarterly by Tenet Group Limited 5 Lister Hill, Horsforth, Leeds, LS18 5AZ

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