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West Bromwich uses Tenet to support new financial planning option

West Bromwich Building Society has teamed up with the Tenet Group to support its newly launched specialist financial services arm, Insync Financial Planning.

Insync will provide financial planning, working in partnership with clients and their families.

Its objective is to develop financial solutions which could significantly improve their future wealth and financial security.

Insync advisers will use Tenet’s Select Panel across all product areas, including Friends Provident, L&G, Standard Life, Norwich Union, Prudential and Scottish Equitable. The panel will be supported by The Exchange.

Insync’s advisers will also be able to recommend solutions from Tenet’s whole of market proposition as appropriate.

Tenet has worked with Insync to help create an IT solution that can produce electronic fact finds, shortfall, needs analysis and risk profiling tools, research and pre- and post-sales reports.

Tenet group distribution and development director Keith Richards says: “We are delighted to be working in partnership with West Bromwich Building Society who are a forward thinking organisation with a clear, consumer focused strategy. As part of this strategy, they have recognised the opportunity to provide consumer choice and have extended their services to clients who do not visit their branch office network.”

West Bromwich Building Society and Insync head of financial services Jon Dear says: “Having carefully researched the needs of our customers, we have developed a financial planning proposition that has broad consumer appeal. Embracing leading edge technology and software solutions, we are very pleased to be working with Tenet, with whom we share a common vision to deliver financial planning excellence to our clients”

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