How does BeFrank work with advisors?

13 Sep 2017

Right from the start of BeFrank we set great store by a good working relationship with you as an adviser. That applies to large actuarial firms certified under the Financial Supervision Act (FSA) but equally to smaller FSA-certified advisory firms. Together with you and our people, we look at what is best for the customer.

We will therefore always consult on who will serve the customer and where you can demonstrate your value as an adviser. And we also act jointly in terms of presentation to members.

During the term of a pension scheme, we will ensure you are always closely involved and will consult you on changes that are likely to require advisory expertise. So you can do what you do best, and so can we.