What these are for
Spotting when a SSAS is worth raising with a client isn't always obvious. These aids are designed to help you have that first conversation with confidence, and to arrive at a referral with the right groundwork already done.
Client Fact-Find Questionnaire
Gathers the key details we'll need if a referral goes ahead.
SSAS Suitability Checklist
A quick way to sense-check whether a SSAS is worth exploring for a given client.
Client Briefing One-Pager
A plain-English summary you can hand to clients ahead of the conversation.
These downloads are being finalised. Get in touch if you need something specific ahead of a referral.