Our Services
Positive Solutions is proud of the fact that we offer our IFA Partners a complete package of services. We believe each service is vital in order to help them prosper, maximise their potential and have a career in the financial services industry that brings both professional satisfaction and deserved rewards. We believe the service we offer is exceptional within the industry, especially when you think all this is provided at no extra cost.
FSA Fees
We apply one retention rate so that Partners know where they stand. While other IFAs may have hidden charges, our rate covers everything including FSA fees and FSCS levy.
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Commission payments
Daily electronic payment of all commissions is all part of the service at Positive Solutions. You’ll benefit from same day payment from providers and be able to view all transactions, including renewals and have them paid to the account of your choice.
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Professional indemnity insurance
Each of our IFA Partners receive professional indemnity insurance as part of the standard package of services from Positive Solutions. Our cover offers one of the lowest policy excesses in the IFA sector.
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Training & Competence
Training & Competence (T&C) is the foundation stone of the way the industry operates and is fundamental to our commitment to supporting our IFA Partner’s businesses. Our scheme offers a tailored support, coaching and development framework. We believe in helping our Partners and sometimes only face-to-face help will do. That’s why we have 24 T&C Supervisors based throughout the UK.
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Compliance
We have reviewed all of our compliance procedures and we are not only satisfied that they are in line with FSA expectations, but we also believe that they constitute best practice in our industry. Our new process is simple, robust and personal whilst offering protection to you and your clients.
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Partner Relationship Consultants (PRCs)
Every Partner has access to a PRC who is dedicated to providing one-to-one training and business support. The PRC team ensure that each new Partner enjoys a smooth business transition when joining Positive Solutions whilst helping those more established IFA Partners with the personal help and support their business needs.
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Learning Academy
Set up in partnership with the UK’s leading product providers and the Chartered Insurance Institute, the Learning Academy provides a ground-breaking learning and development function for Partners and their businesses, offering fully comprehensive and holistic training in a manner that suits you.
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Synergy events
We run a series of large-scale business events and local workshops throughout the year around the UK and Northern Ireland. They are designed to give Partners access, insights and training from leading industry figures.
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Technology
We supply each IFA Partner with a complete hardware and software package including our new tablet/laptop hybrids. Technology plays a vital role in the way our Partners conduct their business as our online business submission systems are designed specifically to make their working lives easier.
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Client Relationship Management system
By utilising our technology and completing factfinds online all your client details will be stored in our CRM system. This means searching for client records is quick and simple. Even more complex tasks like running commission reports, prospecting reports or policy anniversaries are made simple.
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Electronic business submission process
We provide you with the online access to all our Head Office departments. Our paperless system means no waiting for post between offices and no delays or lost documents for you. This process means business submissions can be compliance checked at Head Office offering you peace of mind.
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Electronic pipeline
Our electronic pipeline system has direct links to product providers so there’s no need for any chasing on the telephone. The pipeline is continually updated by our Head Office staff and offers real time viewing and communication for both you and your and introducers.
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Electronic policy register and client file storage
When we say we take care of your administration we mean it. You’ll have all your post redirected to our Head Office where it will be opened, scanned and indexed onto our system. You’ll be able to view all your filing and post online, saving you hassle and space through our virtual paperless environment.
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Extranet
Our sophisticated new Extranet is designed to be an exciting internal communications environment that brings our IFA Partners together and provides one central location for all information about Positive Solutions. Importantly it gives our IFA Partners access to our message boards which help provide an online social community of help and support amongst IFA Partners.
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Online Ordering Service
We have an excellent online ordering system which allows you to order pre-approved marketing material at the click of a button. The site is accessed through the marketing section of the Extranet and gives you the freedom to personalise a range of marketing material from adverts to event stands.
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Partner websites
Each of our IFA Partners is provided with their own personalised website. The sites are brand new having been launched in 2010 and utilise our new branding, are fully compliance approved and can be personalised quickly and efficiently. Your clients will also be able to use your site to view real time valuations of their product portfolios.
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Dedicated Administration Support — Head Office
Our Head Office support team is both experienced and enthusiastic. They are as keen for your business to succeed as you are. They are there to offer you help and support on a range of issues from technical compliance advice right through to the more simple administrative tasks of liaising with providers to issue business and chase commission payments.
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A stress free exit with our Practice Buy Out scheme
You can sell your business back to Positive Solutions when you retire or exit the industry. Alternatively keep a renewal stream open during your retirement; we’ll continue to pay you all your renewals for the lifetime of the plans.
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Positive Partnerships
This scheme helps IFA Partners to grow their businesses by building relationships with solicitors and accountants and providing all-important leads. Positive Partnerships identifies, negotiates and secures unique partnership deals with a range of third parties to provide client introductions. Importantly though it offers training and support to help you build your own professional connections.
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Personalised websites for Professional Introducers
Many of our IFA Partners work with professional introducers to develop their business. To support this style of working we give all introducers access to their own website where they can view all their introductions and commission payments.
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High quality personalised stationery
Once you join Positive Solutions you receive a complete stationery package including Business cards, Letter headed paper and compliment slips.
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Mortgage Club
It’s a market-leading mortgage service that helps our Partners to grow their businesses. It embraces group buying power with lenders, cutting-edge technology, a dedicated help desk, and regular market and product alerts.
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National Partners’ Forum
Each year we hold our National Partners’ Forum at a central UK location and give our IFA Partners the opportunity to meet up with their colleagues and enjoy an informative, educational but most importantly fun event. The event is always produced to the highest standards and attended by over 1,000 Partners annually.
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Fully serviced offices
We have thirteen regional centres round the UK, including our Head Office in Newcastle. Each one has the latest equipment, flexible working methods and meeting areas for the use of our IFA Partners and clients.
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Simple Retention Rate Structure
This means you have won’t find any nasty surprises as we operate a transparent retention rate system so that you know where you stand. This means we can offer you extraordinary value for money.
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