Transform your replacement business processes with our comprehensive diagnostic and adviser toolkit. Designed for solo advisers and small firms who need robust FG12-16 compliance without the complexity.

What's Included (8 Professional Documents):

✓ Health Check Self-Assessment (150+ diagnostic questions across 16 sections)

✓ Adviser Checklist - Investments (one-page COBS 9 aligned)

✓ Adviser Checklist - Insurance (one-page ICOBS 4 & 5 aligned)

✓ Cost Comparison Template (Excel with automated RAG rating & 10-year projections)

✓ Decision Tree Flowcharts (5 visual scenarios including guarantees & escalation)

✓ Quick Reference Guide (FCA expectations summary from FG12-16)

✓ Implementation Guide (6-week rollout plan)

✓ READ ME FIRST (Getting started guide)

Key Features:

• 150+ weighted assessment questions with RAG scoring

• Automated cost differential calculations

• Visual decision support for advisers

• Covers investments, pensions, and insurance replacements

• Immediate download - implement today

Regulatory Coverage:

FG12-16 | COBS 9.2 & 9.4.7 | ICOBS 4 & 5 | PRIN 2A (Consumer Duty) | SYSC 10.1

Ideal For:

Solo advisers, small IFA firms, newly authorised firms, firms seeking compliance foundation

Upgrade Available:

Professional Pack (£250+VAT) adds capture forms, suitability wording bank, file review checklist, training presentation, and policy templates.

Includes VAT at 20%. If you are a business and need a VAT Receipt, please ask.