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Industry standard needed for download documents


Now that IFAs are expected to download and print most documents, is it too much to ask that providers check through their download libraries to make sure IFAs do not have to print blank, or almost blank pages.

I HAve just printed out an application form (Aegon Scottish Equitable) which runs to 32 pages. The last two are blank and the final page only has the company logo and some official wording. The only way to avoid the waste is to go through the document printing out the pages required one by one – I should live so long.

The advent of downloaded documentation must have saved providers millions in print costs, can they not return the compliment and take the trouble to ensure we only have to print the minimum number of pages?

Come to think of it, why haven’t the ABI launched an industry standard document, acceptable to all underwriting departments. It would not need any branding as the relevant IFA could certify the information provided and any additional information needed could be requested direct from the client.

I’m not holding my breath.

Mike Kindle
IFA Partner with Positive Solutions



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