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This demo takes you through submitting a suitability report for Flexi Choice cases via our specialised portal
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  • Weapon of choice

    Watch the first short film in our series to discover how our plans ensure that you're equipped to reach mission success and help your clients secure the retirement that they deserve.

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  • Income & Expenditure Form

    Help understand your client's affordability by downloading our free income and expenditure form - ensuring you capture all neccessary details to unlock our full range of products, including those which offer interest rate discounts for customers making regular payments. 

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  • Navigating fastpath demo

    Not sure where to find what you need in fastpath? Not a problem; this demo helps with just that. 

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  • Creating a KFI on fastpath demo

    This brief demo shows you how to create and amend a KFI in fastpath, our market-leading portal.

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