The Pension Performance Review Accelerator is a complete training course which will provide all the necessary skills, training and motivation to enable swift and successful implementation of the Pension Performance Review within your practice. The course is run over two days and will show you how to:

• Deal with all data gathering requirements of the Pension Performance Review
• Produce comprehensive Pension Performance Review reports for your clients
• Efficiently process the resulting business
• Manage the ongoing Pension Performance Review requirements

The Pension Performance Review is a unique and revolutionary process that will help you create new immediate and ongoing revenue streams that will embed value within, and increase the future sale value of your business. This training course is designed for advisers who wish to get ahead and to truly understand the value, opportunity, technical skills, marketing strategies and sales techniques to make the Pension Performance Review a real success.

We strongly believe that all practices offering the Pension Performance Review to their clients should only do so when advisers (and support staff where applicable) are fully trained, however the Pension Performance Review Accelerator training course is not compulsory. Pension Performance Review Process users can attend the Pension Performance Review Accelerator at any time, however we would recommend the course be attended at the time the software is purchased, but this is not essential.

The Pension Performance Review Accelerator includes the following:

• A guided session on how to set up the Pension Performance Review Process Template
• A guided session on how to input client and policy data and prepare the Pension Performance Review reports for a client
• A number of case studies in which participants will input data and prepare Pension Performance Review reports with varying degrees of complexity
• A guided session on how to input all data required on a monthly and quarterly basis to keep the Pension Performance Review Process software up to date
• A session on how to effectively administer the Pension Performance Review, including tips on obtaining the correct information from providers and clients, processing the resulting business quickly and efficiently, and ensuring the correct paperwork is completed

The Pension Performance Review Accelerator is suitable for any adviser looking for a new and exciting business opportunity who wants to get involved with pension transfers and learn the Pension Performance Review Process. Ideally, delegates will have some knowledge of pensions, pension transfers, investments and reasonable IT skills, however, much of this will be covered during the course so it is not essential. Advisers are actively encouraged to be accompanied by a member of their support team on the training course. This would ideally be the person who is likely to be the primary user of the software within the practice. This person would probably have good attention to detail, be computer literate, have a methodical approach to their work and have a working knowledge of the pensions market.

 The Next Step: Accelerator Testimonials.