TAL’s Risk Academy team developed the PY Manager platform in collaboration with licensees to streamline the usually stressful professional year process for advisers.
The new PY Manager platform allows users to review and manage their professional year requirements, details, and achievements.
Jason Bamford, TAL national sales development manager, said the digital experience can ease the burden of the professional year requirements through convenience and ease of access.
“The professional year can be daunting for many, and TAL is continually looking for opportunities to help streamline this process, and support candidates, supervisors, and licensees throughout this important year,” Mr Bamford said.
“The launch of PY Manager complements our investment into supporting existing advisers and also helping more advisers join the industry.”
Earlier this year, TAL announced new live and on-demand courses designed to help financial advisers navigate income protection advice.
It is underrated how important this new platform is. Well done TAL. Thankfully some positive innovation in our sector plagued by endless regulation.