FSA reporting requirements become more onerous each year and advisers need to justify how each client is being treated. To collate information manually takes time and will eventually swamp advisers.
Key documents and facts need to go into a proper database structure where everything is cross-referenced. TCF involves making statements to clients on how you will service them. If the procedures are set up in a track, you can record when you did what you said you would do. You can set up the events for the reminder dates for the appropriate person or department.
When your back-office system starts to function the way you want it to run, you will find it much easier to manage and delegate work.
Plum Software, Coventry