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Advisor Upload Library

Update your Engage App using our range of articles and videos,

already formatted just waiting for your logo.

 

For assistance with any document just e mail info@centric.ie 

and we can format for you

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Simple access to Engage App

This is the QR Code for the Engage App.

You can use it in documentation you send to members

Try it.  Put the camera of your phone to the image.

Killer Group pensions deck
Engage set up guide & format documents
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This document will provide you with step by step guide to accessing your portal, formatting documents and uploading them to the Engage App

Adviser getting started checklist
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This checklist will provide you what you need to get you started with Engage. 

Introducing Engage to HR
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There are 9 slides in this slideshow which will give HR and employer clients a perfect initial overview of Engage.

If you would like this in .ppt format to put your logo on it, just let us know. 

Issuing logins to HR template
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This is a useful 1 page document that you can use when you are providing HR with their scheme access codes.  HR can send this on to all employees for registration.

It just needs the scheme name  code and your logo before converting to PDF for upload.

HR FAQ
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This document provides the answers to a range of typical questions that HR may ask regarding the Engage App, security, privacy etc.

We have provided this document in Word format as you may wish to remove the Centric logo, change the wording and/ or add your own

logo.

Getting Started Documents

Legal & Privacy documents

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This document sets out the terms of use that is agreed by users when they register to use the Engage Application.  

Please note, these are the scheme members terms of use, not that of the adviser.

This document may be requested by HR or employees.  It is also available on the Engage App.

HR FAQ
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This document has been prepared to answer all of the standard questions that HR may have about the Engage App.

It also highlights the features and benefits of the Engage App.

This document is also available in Word version should you wish to add you logo.

Privacy Notice
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This document sets out Centric's privacy policy regarding the collection, transmission and storage of user information under the GDPR legislation.

It may be requested by HR or employees.  It is also available on the Centric Website and on the Engage App.

GDPR Analysis
(adviser use only)
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This is an internal document provided for the benefit of financial advisers that have recommended the Engage Portal to their clients.

It provide details a full GDPR information audit that we have carried out on all aspects of data collection, storage and transmission.

Member FAQ
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This document has been prepared to answer all of the standard questions that employees may have about the Engage App.

It also highlights the features and benefits of the Engage App.

  

Document Templates -  Upload ideas

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Welcome to Engage
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About your Scheme
TAX RELEIF
Tax relief
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Lost pensions
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Investment considerations
Investing
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Retire early
Money mistakes in your 20s
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Saving for education
Starting the savings habit
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Retirement options
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Saving rocket fuel
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Tax efficient pensions
Pension myth busting
Leaving service Options
Engage employee video
HR Engage video