The service uses a questionnaire to analyse the client’s appetite for risk. The results are fed into 2plan’s updated fact-find facility and online research process, then an audit trail is created to give transparency on the chosen approach.
The questionnaire is available in hard copy and 2plan is exploring the possibility of transposing it into pdf format to allow advisers to upload the pages online ahead of client meetings.
Chief executive Chris Smallwood says: “Aligned with our continued approach to treating customers fairly, this tool sits exactly in the right place between the IFA and the client in the advice process. Over the past few months, we have seen market turmoil and this is exactly when your clients need to hear from you to reassure them in turbulent times.”