Has anyone had much experience in abridged advice? As we are currently reviewing our DB transfer advice processes, it would be useful to know the thoughts of other paraplanners who are involved in this area of advice. For example:
- Is there a 'need' to bridge the gap between triage and full advice?
- Are we seeing a demand for abridged advice?
- Where abridged advice has been provided, are clients seeing this as a valuable service?
- Should we still be producing a simple cashflow as part of the process (restricted to scenarios based on retaining the DB scheme)?
Your feedback would be appreciated!