Secure adviser-to-administrator information workflow
Help every case start with the information it needs.
When a case depends on details gathered across paper forms, emails and follow-up calls, work can slow down. Handover Forms gives advisers a secure digital route to share a structured document with a client, collect the relevant information and prepare a clearer next action.
For adviser practices that want to reduce information chasing, give clients a straightforward completion experience and make handovers easier for the professionals who progress the work.
Designed around your practice
Talk through the workflow, implementation and support that will make the most useful difference.
The value in practice
Built to support a higher standard at every step.
The aim is not to create more work. It is to give the right person the right information at the moment it becomes useful.
A practical route
How the conversation becomes a consistent next step.
01
Prepare the request
The adviser selects the relevant professional document and prepares the client information that needs to be collected.
02
Share securely
The client receives a private, purpose-specific link or portal route to complete the document in their own time.
03
Review the completed information
The adviser can review the structured response in the protected workspace, without searching across separate email threads or paper notes.
04
Progress with confidence
The next professional has a clearer record of the client information, instructions and outstanding actions.
What is included
Clear scope, before the conversation begins.
The detailed product inventory and delivery approach are confirmed before implementation. This protects the practice from assumptions and keeps the solution aligned with its actual working priorities.
- The secure Income / Expenditure Planner is available now as a client-shared digital workflow, with additional professional document workflows being developed in discussion with practices.
- The final document inventory and fields are confirmed with each practice before implementation, so the workflow reflects the information it genuinely needs to collect.
- Digital documents are practice-support tools and do not replace a firm’s own compliance, suitability, consent or record-keeping responsibilities.
Current availability
A conversation-led introduction.
Begin with a focused conversation about the document workflow, workspace access and onboarding support that will make the most useful difference in your practice.
Make the next step clear
Talk through the opportunity in your practice.
Start with the priority you can see today. The conversation can then focus on the right tool, the people involved and the most useful way to introduce it.
Talk through the opportunity
Ask about Handover Forms for your practice.
Share the service issue, workflow or client-experience priority you would like to improve. The enquiry will be securely recorded against this solution.
What happens after you enquire
A clear route from enquiry to next step.
Acknowledge and review
We aim to reply within 24 hours during service hours, Monday to Friday, 9am–6pm.
Understand the priority
We review the workflow, client-service issue or information-collection challenge you have raised.
Agree the right next step
A focused conversation identifies the most useful tool, implementation approach and people to involve.
Enquiry FAQ
Implementation and information handling, clearly explained.
How is a workflow introduced?+
We start with the client task or information-collection problem you want to improve. Before implementation, the relevant document, client wording, people who need access and review points are agreed with the practice.
Do we need to replace our existing systems?+
No. Trusted Connections is designed to support the practice processes you already use. It does not replace a firm’s CRM, compliance, suitability, consent or record-keeping responsibilities.
How is information handled in the workspace?+
Please do not include unnecessary sensitive client or financial details in an initial enquiry. In a live workspace, information is kept within the protected process, with authenticated access, client isolation and private documents available only after the relevant access checks.
Where can we read the data-handling details?+
The Privacy Policy explains how enquiry information is used and the available data-rights route. The final workflow is agreed with the practice so that document access and collection reflect the intended service process.
For more detail, read the Privacy Policy or use the data-rights request route.