Welcome - 3

CONTENTS… what’s in this issue

Editor’s Foreword

4 Our continuing journey through the regulatory landscape…

Steve Jones, Adviser Relationship Director, takes us on a walk through the regulatory news and the latest about our new social media policy and extensive marketing support. approach to passive investing? The Active vs Passive debate is a long standing one within the investment industry. Both approaches have attributes that make them desirable in different areas and market conditions. – Round One – starting April 2018, Masterclass One – starting May 2018, Cycle Two Professional Development Meetings – starting May 2018 and CPD Webinars. Book your places today! 10 Up Close and Personal with… Simon Broadley, Adviser Propositions Director. 12 General Data Protection Regulation (GDPR) – What do I need to know? The GDPR will introduce new concepts and rights for the data subjects, some of which will have a significant impact on how you handle and use personal data. 6 Smart-Beta: An active 8 Have you planned your calendar of events for 2018? Coming soon - Non-Investment Roadshows

Hello and a warm welcome to the Spring issue of Connected .


Our regular readers will notice a change in this issue, as Steve Jones, Adviser Relationship Director takes over the mantle for the industry update fromHelen Ball. In this edition he takes us on a walk through the latest regulatory news and highlights our new social media policy that enables firms to post financial promotions using the extensive marketing support now available. Take a look at both his article on pages 4 & 5 and also the dedicated article on the new social media materials on page 18. Connected is a ‘lively’ magazine this time around, as we have news and articles from a number of Tenet business areas. I have highlighted a few below but as you read your way through the magazine, I am sure you will find a number of areas of interest. Also in this issue General Data Protection Regulation (GDPR) is looming and like me you may have already started to receive communications from companies holding your data referring to this new regulation. But as a business what do you need to know? GDPR will introduce several new concepts and data subject rights, so our article on page 12 provides a detailed overview of what you need to know and do. Under the spotlight in this issue is our new Adviser Propositions Director, Simon Broadley. Simon has also taken up the role of Managing Director of TenetLime. Having joined Tenet in early January, we speak to Simon in his first few months about his plans going forwards and also ask a few personal questions, so you can get to know him a bit better. Paraplanning at Tenet has grown rapidly over the last few years in response to demand from our members. As more and more advisers start to use the service, in this issue of Connected , we answer some of the frequently asked questions we get from new users…but don’t just take our word for it – read what Alan Johnston of City Gate Aberdeen Ltd has to say about the service. Finally, do you have an adviser friend, business contact or ex-colleague who is looking for their next career move or may like to join the Tenet network? Recommend advisers to Tenet and you could be in the £££. See pages 20 & 21 for more on this. I hope you find Connected an interesting and useful read, and if you want me to include anything else in future issues, don’t hesitate to get in touch – email Best wishes Sara J Healey Marketing Consultant



14 The Tenet Platform The Future is Bright 18 Nice to tweet you!

New social media policy and service 20 Recommend advisers to Tenet and win, win, win… And our winner of the first prize draw!


22 Tenet Paraplanning

– a potential extension to your business!

23 BREAKING NEWS! - New Training &

Development Support The Tenet Training Team has created new Protection Training material to support opportunities within the Protection market.


PROVIDER SUPPORT 24 – 40 Latest News and Products


Editor Sara Healey

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

Connected Magazine is for internal purposes only and is not intended as an advertisement. As a result this should not be issued in any form to clients. Not all the products in this feature are the responsibility of the Tenet Group Limited. Terms and Conditions. Although every effort has been made to ensure the accuracy of the information contained in this publication, The Tenet Group cannot accept responsibility for any errors it may contain. The Tenet Group cannot be held responsible for the loss or damage of any material, solicited or unsolicited. No reproduction of any part of this publication, in any form or by any means, without prior written consent from The Tenet Group. The views expressed in this publication do not necessarily reflect those of the advertisers or the publishers.

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