2plan benefits for advisers
See the full list of benefits you will get as a member of 2plan.
2plan aim to give the very best support, technology, tools and processes to advisers. See the full range of benefits you'll receive as a member of 2plan.
- Business hardware and software provided:
- Tablet/laptop
- Bespoke 2plan software
- "Dynamic" Fact Find
- Automated Suitability Letter software
- The Exchange (license fee included)
- Trigold Mortgage Sourcing software (license fee included)
- Full ongoing training of all software systems
- Unique Electronic sales and business submission process
- Electronic business submission process
- Post collated at HO and sent to you electronically - no paper
- E-policy Tracking - instant notification policy status *
- Electronic policy register
- On-line policy valuations *
- Electronic client file storage
- Centralised pro-active supervision
- Recruitment Director/ central & regional transitional support
- Induction course provided
- Initial training and development programme
- Technology training & support provided
- Dedicated 24/7 technology support helpline
- Regulatory / Compliance support and research
- Central Para Planning Support by team of technical specialists
- On-line model portfolios
- On-line product and provider research
- Virtual paperless environment
- No need for paper files, filing cabinets, photocopiers
- Unique Members Forum on Nexus
- Personalised Business Stationery**
- FSA fees paid by 2plan
- PII included
- FSCS levy - included
- FOS Levy - included
- Bespoke personalised adviser website
- Daily commission payments
- Electronically sent to your Bank Account
- Detailed up-to-date viewing of all commission / recurring payments
- No 2plan membership or joining fees
* electronic links in development
** additional cost to adviser / firm
Interested in joining us? Simply send us a message and we'll arrange a time to talk with you.